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
$157M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$630K
3
+$239K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$217K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$213K

Top Sells

1
+$2.98M
2
+$1.86M
3
+$828K
4
VFH icon
Vanguard Financials ETF
VFH
+$782K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$475K

Sector Composition

1 Technology 1.38%
2 Financials 0.41%
3 Energy 0.29%
4 Consumer Discretionary 0.17%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$405K 0.26%
2,024
-76
27
$382K 0.24%
1,592
28
$272K 0.17%
1,066
-45
29
$253K 0.16%
1,601
-1
30
$246K 0.16%
1,407
+11
31
$242K 0.15%
490
-2
32
$237K 0.15%
563
33
$235K 0.15%
679
-8
34
$213K 0.14%
+1,400
35
$211K 0.13%
1,066
+2
36
$206K 0.13%
+1,264
37
– –
-507
1
2