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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.7M
3
+$8.82M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.88M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.46%
2 Technology 1.54%
3 Communication Services 0.98%
4 Industrials 0.97%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$236K 0.19%
+2,461
52
$234K 0.19%
+2,031
53
$226K 0.18%
+7,817
54
$219K 0.18%
+1,310
55
$218K 0.18%
+2,059
56
$218K 0.18%
+2,469
57
$213K 0.17%
+3,660
58
$211K 0.17%
+3,900
59
$204K 0.16%
+7,103
60
$107K 0.09%
+22,229
1 2
3