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
$104M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$619K
3
+$265K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$235K
5
TSLA icon
Tesla
TSLA
+$220K

Top Sells

1
+$125K
2
+$68.4K
3
+$30.2K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$22.1K

Sector Composition

1 Technology 2.72%
2 Communication Services 2.13%
3 Energy 0.51%
4 Consumer Discretionary 0.42%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$220K 0.21%
+1,128
27
$218K 0.21%
+1,794
28
$211K 0.2%
+3,275
29
$210K 0.2%
731
-238
30
$4.63K ﹤0.01%
735
1
2