AFS
Axiom Financial Strategies Portfolio holdings
AUM
$238M
1-Year Est. Return
16.37%
This Fund
S&P 500
1 Year Est. Return
+16.37%
AUM
$232M
AUM Growth
+$53.1M
(+30%)
Holding
55
Top Buys
| 1 | +$32.8M | |
| 2 | +$14.9M | |
| 3 | +$14.4M | |
| 4 |
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
|
+$11.2M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$11.1M |
Top Sells
| 1 | +$18.5M | |
| 2 | +$8.86M | |
| 3 | +$8.34M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$5.64M |
| 5 |
Davis Select Financial ETF
DFNL
|
+$4.45M |
Sector Composition
| 1 | Financials | 0.85% |
| 2 | Technology | 0.63% |
| 3 | Communication Services | 0.32% |
| 4 | Consumer Discretionary | 0.23% |
| 5 | Healthcare | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Real Estate ETF
VNQ
$34.6B
| – | – |
-5,129
|
|
||
52
iShares Core MSCI EAFE ETF
IEFA
$172B
| – | – |
-2,982
|
|
||
53
iShares MSCI EAFE ETF
EFA
$74.1B
| – | – |
-24,422
|
|
||
54
Vanguard Short-Term Bond ETF
BSV
$42.5B
| – | – |
-24,873
|
|
||
55
Broadcom
AVGO
$1.54T
| – | – |
-751
|
|