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
$190M
AUM Growth
-$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$990K
2 +$839K
3 +$615K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$533K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$525K

Top Sells

1 +$544K
2 +$485K
3 +$260K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$225K
5
NSC icon
Norfolk Southern
NSC
+$220K

Sector Composition

1 Financials 13.55%
2 Technology 1.99%
3 Healthcare 1.4%
4 Consumer Discretionary 1.18%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,944
77
-1,038
78
-852
79
-1,225