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
$217M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.2M
3
+$1.05M
4
VDE icon
Vanguard Energy ETF
VDE
+$990K
5
JPM icon
JPMorgan Chase
JPM
+$923K

Top Sells

1
+$2.36M
2
+$1.22M
3
+$994K
4
VHT icon
Vanguard Health Care ETF
VHT
+$872K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$299K

Sector Composition

1 Financials 14.2%
2 Technology 2.18%
3 Consumer Discretionary 1.55%
4 Industrials 1.18%
5 Communication Services 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$95K 0.04%
1,166
77
– –
-3,907
78
– –
-13,220
79
– –
-7,076
1 2 3
4