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
$90.2M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$951K
2
+$277K
3
+$245K
4
TSLA icon
Tesla
TSLA
+$29.6K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.9K

Top Sells

1
+$6.19M
2
+$1.49M
3
+$1.32M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.14M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$845K

Sector Composition

1 Technology 3%
2 Communication Services 2.57%
3 Energy 0.5%
4 Consumer Discretionary 0.32%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$245K 0.27%
+958
27
$204K 0.23%
746
+10
28
$10K 0.01%
735
29
– –
-2,840
30
– –
-1,087
31
– –
-1,809
32
– –
-4,730
33
– –
-1,375
1
2