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
+$3.81M
2
+$254K
3
+$237K
4
AMZN icon
Amazon
AMZN
+$224K
5
USB icon
US Bancorp
USB
+$223K

Top Sells

1
+$1.26M
2
+$674K
3
+$622K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$607K
5
MSFT icon
Microsoft
MSFT
+$508K

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
– –
-775
52
– –
-972
53
– –
-265
54
– –
-1,237
55
– –
-473
56
– –
-1,458
57
– –
-1,456
1 2
3