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
$188M
AUM Growth
-$2.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$5.89M
3
+$3.67M
4
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$3.16M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.54M

Top Sells

1
+$10.8M
2
+$5.06M
3
+$2.79M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.16M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.52M

Sector Composition

1 Financials 14.02%
2 Technology 2.01%
3 Consumer Discretionary 1.33%
4 Healthcare 1.28%
5 Energy 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,784
1 2 3
4