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
$204M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$8.55M
3
+$2.43M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.57M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$689K

Top Sells

1
+$6.5M
2
+$3.2M
3
+$1.88M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$1.81M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.49M

Sector Composition

1 Financials 14.58%
2 Technology 2.19%
3 Consumer Discretionary 1.51%
4 Industrials 1.11%
5 Communication Services 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$293K 0.14%
5,038
+103
52
$270K 0.13%
2,889
+168
53
$268K 0.13%
+1,898
54
$264K 0.13%
884
55
$258K 0.13%
920
+13
56
$249K 0.12%
2,079
+138
57
$248K 0.12%
3,868
-3,491
58
$245K 0.12%
+683
59
$242K 0.12%
+1,271
60
$241K 0.12%
+2,340
61
$238K 0.12%
1,757
+7
62
$235K 0.12%
1,036
+241
63
$227K 0.11%
+844
64
$222K 0.11%
+1,174
65
$221K 0.11%
+4,076
66
$219K 0.11%
978
-14
67
$215K 0.11%
1,690
-233
68
$215K 0.11%
+2,196
69
$212K 0.1%
+4,784
70
$210K 0.1%
+1,327
71
$209K 0.1%
+1,345
72
$209K 0.1%
+4,409
73
$202K 0.1%
+3,907
74
$178K 0.09%
14,498
-5,400
75
$163K 0.08%
+1,166
1 2
3
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