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AFS

Axiom Financial Strategies Portfolio holdings

AUM $284M
1-Year Est. Return 17.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.81M
3
+$1.47M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$887K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$685K

Top Sells

1
+$10.3M
2
+$2.69M
3
+$1.64M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.45M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$640K

Sector Composition

1 Financials 13.65%
2 Technology 2.31%
3 Healthcare 1.3%
4 Consumer Discretionary 1.29%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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-117,062
79
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-4,381
80
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-4,389
81
– –
-3,771
82
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-584
83
– –
-2,565
84
– –
-5,082
85
– –
-892
86
– –
-594
1 2 3
4