AFS

Axiom Financial Strategies Portfolio holdings

AUM $232M
1-Year Est. Return 13.54%
This Quarter Est. Return
1 Year Est. Return
+13.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$14.9M
3
+$14.4M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$11.2M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$11.1M

Top Sells

1
+$18.5M
2
+$8.86M
3
+$8.34M
4
VB icon
Vanguard Small-Cap ETF
VB
+$5.64M
5
DFNL icon
Davis Select Financial ETF
DFNL
+$4.45M

Sector Composition

1 Financials 0.85%
2 Technology 0.63%
3 Communication Services 0.32%
4 Consumer Discretionary 0.23%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWOB icon
51
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.37B
– –
-36,875
AVGO icon
52
Broadcom
AVGO
$1.92T
– –
-751
BSV icon
53
Vanguard Short-Term Bond ETF
BSV
$41.4B
– –
-24,873
EFA icon
54
iShares MSCI EAFE ETF
EFA
$70.4B
– –
-24,422
IEFA icon
55
iShares Core MSCI EAFE ETF
IEFA
$163B
– –
-2,982
1 2
3