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
$179M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$274K
3
+$249K
4
AMZN icon
Amazon
AMZN
+$249K
5
USB icon
US Bancorp
USB
+$241K

Top Sells

1
+$1.36M
2
+$717K
3
+$692K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$663K
5
MSFT icon
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
– –
-972
52
– –
-775
53
– –
-2,143
54
– –
-799
55
– –
-1,132
56
– –
-866
57
– –
-1,590
1 2
3