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
$190M
AUM Growth
-$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$990K
2
+$839K
3
+$615K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$533K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$525K

Top Sells

1
+$544K
2
+$485K
3
+$260K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$225K
5
NSC icon
Norfolk Southern
NSC
+$220K

Sector Composition

1 Financials 13.55%
2 Technology 1.99%
3 Healthcare 1.4%
4 Consumer Discretionary 1.18%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$352K 0.19%
8,994
-1,752
52
$284K 0.15%
2,012
+360
53
$261K 0.14%
4,156
+750
54
$261K 0.14%
5,681
-695
55
$261K 0.14%
2,589
56
$255K 0.13%
1,299
57
$249K 0.13%
2,734
+250
58
$248K 0.13%
1,728
59
$245K 0.13%
851
60
$242K 0.13%
1,384
+3
61
$242K 0.13%
2,124
+1
62
$240K 0.13%
2,302
63
$240K 0.13%
884
64
$235K 0.12%
2,160
65
$234K 0.12%
2,154
+1
66
$231K 0.12%
824
+8
67
$231K 0.12%
4,784
68
$226K 0.12%
856
69
$222K 0.12%
+1,455
70
$218K 0.11%
883
71
$217K 0.11%
2,024
72
$212K 0.11%
413
73
$201K 0.11%
+2,591
74
$149K 0.08%
14,208
+96
75
$144K 0.08%
12,955
+41
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3
4