AFS
Axiom Financial Strategies Portfolio holdings
AUM
$179M
This Quarter Return
+4.72%
1 Year Return
+13.7%
3 Year Return
+37.14%
5 Year Return
+60.6%
10 Year Return
–
AUM
$220M
AUM Growth
+$220M
(+3.7%)
Cap. Flow
+$5.87K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
61.99%
Holding
82
New
6
Increased
35
Reduced
27
Closed
2
Top Buys
Top Sells
1 |
Vanguard Small-Cap ETF
VB
|
$7.77M |
2 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$3.01M |
3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.75M |
4 |
Vanguard Energy ETF
VDE
|
$1.32M |
5 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
$1.1M |
Sector Composition
1 | Financials | 13.72% |
2 | Technology | 2.75% |
3 | Consumer Discretionary | 1.57% |
4 | Industrials | 1.12% |
5 | Healthcare | 1.04% |