AFS

Axiom Financial Strategies Portfolio holdings

AUM $179M
1-Year Est. Return 13.7%
This Quarter Est. Return
1 Year Est. Return
+13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$4.46M
2 +$2.81M
3 +$2.45M
4
VAW icon
Vanguard Materials ETF
VAW
+$713K
5
LLY icon
Eli Lilly
LLY
+$339K

Top Sells

1 +$1.83M
2 +$1.66M
3 +$1.11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$478K
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$464K

Sector Composition

1 Financials 10.99%
2 Technology 1.89%
3 Consumer Discretionary 1.65%
4 Industrials 1.22%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,621