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

Top Sells

1 +$10.4M
2 +$4.54M
3 +$2.61M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.04M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

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
-14,208