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
$154M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$259K
2
+$241K
3
+$239K
4
LIN icon
Linde
LIN
+$208K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$201K

Top Sells

1
+$7.73M
2
+$237K
3
+$200K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$149K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$71.6K

Sector Composition

1 Technology 1.4%
2 Financials 0.36%
3 Healthcare 0.17%
4 Consumer Discretionary 0.16%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$357K 0.23%
2,100
+75
27
$347K 0.23%
1,592
28
$259K 0.17%
+492
29
$247K 0.16%
1,111
-210
30
$241K 0.16%
+687
31
$239K 0.16%
+1,602
32
$237K 0.15%
1,396
-125
33
$211K 0.14%
1,064
-196
34
$208K 0.14%
+507
35
$201K 0.13%
+563
36
– –
-74,481
37
– –
-2,939
1
2