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
$124M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$324K
2
+$282K
3
+$229K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$225K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$213K

Top Sells

1
+$201K
2
+$88K
3
+$63K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$50.8K
5
AMZN icon
Amazon
AMZN
+$34.3K

Sector Composition

1 Technology 3.42%
2 Communication Services 2.57%
3 Consumer Discretionary 0.83%
4 Energy 0.39%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$362K 0.29%
2,385
-226
27
$284K 0.23%
796
28
$282K 0.23%
+6,050
29
$247K 0.2%
2,013
+3
30
$244K 0.2%
3,248
+1
31
$241K 0.19%
1,772
32
$240K 0.19%
967
-11
33
$225K 0.18%
+549
34
$213K 0.17%
+1,063
35
$210K 0.17%
+594
36
$185K 0.15%
10,031
37
$168K 0.14%
+12,443
38
– –
-1,375
39
– –
-735
1
2