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
$212M
AUM Growth
-$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.65M
3
+$2.46M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.46M

Top Sells

1
+$4.23M
2
+$3.84M
3
+$2.89M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.45M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.76M

Sector Composition

1 Financials 13.96%
2 Technology 2.25%
3 Consumer Discretionary 1.32%
4 Communication Services 1.04%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$176K 0.08%
12,398
-1,100
77
– –
-1,166
78
– –
-3,868
79
– –
-812
80
– –
-1,036
1 2 3
4