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
$111M
AUM Growth
-$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$635K
3
+$234K
4
SPLK
Splunk Inc
SPLK
+$201K
5
VTV icon
Vanguard Value ETF
VTV
+$170K

Top Sells

1
+$206K
2
+$202K
3
+$66.2K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$23.6K
5
TSLA icon
Tesla
TSLA
+$23.3K

Sector Composition

1 Technology 3.32%
2 Communication Services 2.51%
3 Consumer Discretionary 0.87%
4 Energy 0.48%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$332K 0.3%
2,611
+20
27
$279K 0.25%
796
+50
28
$245K 0.22%
978
-93
29
$243K 0.22%
1,772
+68
30
$222K 0.2%
3,247
31
$211K 0.19%
2,010
32
$201K 0.18%
+1,375
33
$150K 0.13%
10,031
34
$3.25K ﹤0.01%
735
35
– –
-1,101
36
– –
-548
1
2