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
$120M
AUM Growth
-$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.4M
3
+$926K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$531K
5
INTU icon
Intuit
INTU
+$436K

Top Sells

1
+$388K
2
+$350K
3
+$62.7K
4
QCOM icon
Qualcomm
QCOM
+$38.1K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$27.5K

Sector Composition

1 Technology 2.83%
2 Communication Services 2.46%
3 Energy 0.61%
4 Consumer Discretionary 0.35%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$298K 0.25%
1,809
27
$260K 0.22%
736
+10
28
$227K 0.19%
4,730
-18
29
$223K 0.19%
1,087
+188
30
$217K 0.18%
2,840
31
$204K 0.17%
+1,375
32
$15K 0.01%
735
33
– –
-1,049
34
– –
-6,379
1
2