AFS

Axiom Financial Strategies Portfolio holdings

AUM $238M
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$252K
3
+$204K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$109K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$69.3K

Top Sells

1
+$23.8M
2
+$1.5M
3
+$1.27M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.13M
5
AMZN icon
Amazon
AMZN
+$1.1M

Sector Composition

1 Technology 0.99%
2 Financials 0.94%
3 Healthcare 0.26%
4 Consumer Staples 0.17%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
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