AFS
Axiom Financial Strategies Portfolio holdings
AUM
$179M
1-Year Est. Return
13.7%
1 Year Est. Return
+13.7%
AUM
$169M
AUM Growth
-$10.6M
(-5.9%)
Holding
51
Top Buys
| 1 | +$5.1M | |
| 2 | +$3.03M | |
| 3 | +$733K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$562K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$489K |
Top Sells
| 1 | +$6.44M | |
| 2 | +$5.34M | |
| 3 | +$4.2M | |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
+$1.46M |
| 5 |
Vanguard Materials ETF
VAW
|
+$666K |
Sector Composition
| 1 | Technology | 1.84% |
| 2 | Financials | 1.16% |
| 3 | Healthcare | 0.65% |
| 4 | Consumer Staples | 0.4% |
| 5 | Communication Services | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR Bloomberg High Yield Bond ETF
JNK
$8.2B
| – | – |
-44,015
|
|