AFS

Axiom Financial Strategies Portfolio holdings

AUM $238M
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$252K
3
+$204K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$109K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$69.3K

Top Sells

1
+$23.8M
2
+$1.5M
3
+$1.27M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.13M
5
AMZN icon
Amazon
AMZN
+$1.1M

Sector Composition

1 Technology 0.99%
2 Financials 0.94%
3 Healthcare 0.26%
4 Consumer Staples 0.17%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$848K 0.53%
9,421
+36
27
$719K 0.45%
2,996
-1,989
28
$702K 0.44%
10,697
-1,683
29
$638K 0.4%
4,907
-8,907
30
$290K 0.18%
2,160
-11,807
31
$278K 0.17%
1,540
-752
32
$274K 0.17%
1,374
+130
33
$262K 0.16%
2,791
+434
34
$214K 0.13%
+1,305
35
$210K 0.13%
397
-19
36
$208K 0.13%
1,175
-2,545
37
$201K 0.13%
651
-3,815
38
– –
-6,857
39
– –
-888
40
– –
-15,053
41
– –
-20,230
42
– –
-3,567
43
– –
-4,060
44
– –
-901
45
– –
-2,291
46
– –
-3,413
47
– –
-2,135
48
– –
-1,660
49
– –
-2,472
50
– –
-6,222
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