AFS
Axiom Financial Strategies Portfolio holdings
AUM
$232M
1-Year Est. Return
13.54%
1 Year Est. Return
+13.54%
AUM
$179M
AUM Growth
+$10.6M
(+6.3%)
Holding
57
Top Buys
| 1 | +$4.02M | |
| 2 | +$274K | |
| 3 | +$249K | |
| 4 |
Amazon
AMZN
|
+$249K |
| 5 |
US Bancorp
USB
|
+$241K |
Top Sells
| 1 | +$1.36M | |
| 2 | +$717K | |
| 3 | +$692K | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$663K |
| 5 |
Microsoft
MSFT
|
+$581K |
Sector Composition
| 1 | Financials | 1.03% |
| 2 | Technology | 0.88% |
| 3 | Communication Services | 0.43% |
| 4 | Consumer Discretionary | 0.25% |
| 5 | Healthcare | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Analog Devices
ADI
$116B
| – | – |
-1,132
|
|
||
52
Automatic Data Processing
ADP
$102B
| – | – |
-799
|
|
||
53
Aflac
AFL
$59.9B
| – | – |
-2,143
|
|
||
54
Amgen
AMGN
$181B
| – | – |
-775
|
|
||
55
Chubb
CB
$116B
| – | – |
-972
|
|
||
56
Costco
COST
$409B
| – | – |
-265
|
|
||
57
Cisco
CSCO
$307B
| – | – |
-3,470
|
|