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
-$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$133K
3
+$61.2K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$38.4K
5
VHT icon
Vanguard Health Care ETF
VHT
+$29.5K

Top Sells

1
+$784K
2
+$719K
3
+$405K
4
LOW icon
Lowe's Companies
LOW
+$272K
5
CVX icon
Chevron
CVX
+$253K

Sector Composition

1 Technology 0.18%
2 Financials 0.15%
3 Consumer Staples 0%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$229K 0.15%
563
27
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-4,570
28
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-679
29
– –
-1,066
30
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-1,601
31
– –
-1,400
32
– –
-2,024
33
– –
-1,066
34
– –
-1,407
35
– –
-1,264
36
– –
-490
1
2