AFS

Axiom Financial Strategies Portfolio holdings

AUM $179M
1-Year Est. Return 13.7%
This Quarter Est. Return
1 Year Est. Return
+13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.99%
2 Technology 1.89%
3 Consumer Discretionary 1.65%
4 Industrials 1.22%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$991K 0.6%
7,401
27
$971K 0.58%
4,617
28
$956K 0.57%
4,490
29
$922K 0.55%
16,454
30
$869K 0.52%
6,735
31
$825K 0.5%
4,949
32
$803K 0.48%
8,336
33
$778K 0.47%
12,230
34
$713K 0.43%
5,293
35
$663K 0.4%
2,155
36
$611K 0.37%
13,110
37
$546K 0.33%
3,667
38
$524K 0.31%
9,900
39
$490K 0.29%
22,738
40
$488K 0.29%
45,941
41
$453K 0.27%
6,290
42
$381K 0.23%
7,359
43
$339K 0.2%
2,291
44
$337K 0.2%
1,288
45
$324K 0.19%
2,265
46
$312K 0.19%
2,250
47
$294K 0.18%
4,935
48
$270K 0.16%
7,944
49
$267K 0.16%
2,433
50
$264K 0.16%
2,721
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