AFS

Axiom Financial Strategies Portfolio holdings

AUM $232M
1-Year Est. Return 13.54%
This Quarter Est. Return
1 Year Est. Return
+13.54%
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
+$3.26M
2
+$2.57M
3
+$2.45M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.56M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.46M

Top Sells

1
+$4.17M
2
+$3.76M
3
+$2.86M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.42M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.71M

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
– –
-1,036
78
– –
-1,166
79
– –
-3,868
80
– –
-812
1 2 3
4