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
$180M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$3.09M
3
+$2.1M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$401K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$340K

Top Sells

1
+$6.79M
2
+$5.88M
3
+$1.09M
4
WSBC icon
WesBanco
WSBC
+$999K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$724K

Sector Composition

1 Technology 1.06%
2 Consumer Discretionary 0.27%
3 Financials 0.27%
4 Utilities 0.16%
5 Consumer Staples 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$800K 0.44%
4,850
-57
27
$765K 0.43%
10,697
28
$297K 0.17%
1,592
-36,356
29
$283K 0.16%
2,984
+193
30
$280K 0.16%
2,146
-14
31
$278K 0.15%
1,523
-17
32
$272K 0.15%
1,361
-13
33
$253K 0.14%
1,285
-20
34
$220K 0.12%
+685
35
$215K 0.12%
+2,080
36
$201K 0.11%
651
37
– –
-15,311
38
– –
-1,175
39
– –
-397
40
– –
-27,027
1
2