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
$84.1M
AUM Growth
-$6.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.06M
3
+$652K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$576K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$503K

Top Sells

1
+$2.93M
2
+$1.16M
3
+$745K
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$558K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$204K

Sector Composition

1 Technology 3.08%
2 Communication Services 2.42%
3 Energy 0.54%
4 Consumer Discretionary 0.4%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9K 0.01%
735
27
– –
-746
28
– –
-1,975
1
2