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
$204M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$8.55M
3
+$2.43M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.57M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$689K

Top Sells

1
+$6.5M
2
+$3.2M
3
+$1.88M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$1.81M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.49M

Sector Composition

1 Financials 14.58%
2 Technology 2.19%
3 Consumer Discretionary 1.51%
4 Industrials 1.11%
5 Communication Services 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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85
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-2,155
1 2 3
4