AA

Axiom Advisory Portfolio holdings

AUM $10.7B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$25.8M
3
+$9.16M
4
VTV icon
Vanguard Value ETF
VTV
+$8.53M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$8.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.64%
2 Communication Services 1.33%
3 Energy 0.47%
4 Healthcare 0.34%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$388K 0.32%
+1,049
27
$350K 0.29%
+6,379
28
$242K 0.2%
+4,748
29
$238K 0.2%
+2,840
30
$217K 0.18%
+726
31
$200K 0.16%
+899
32
$27K 0.02%
+735
1
2