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
$154M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$259K
2
+$241K
3
+$239K
4
LIN icon
Linde
LIN
+$208K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$201K

Top Sells

1
+$7.73M
2
+$237K
3
+$200K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$149K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$71.6K

Sector Composition

1 Technology 1.4%
2 Financials 0.36%
3 Healthcare 0.17%
4 Consumer Discretionary 0.16%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.1M 14.99%
99,297
-254
2
$15.2M 9.84%
261,700
-360
3
$14.4M 9.37%
30,216
-150
4
$12.8M 8.32%
26,490
-308
5
$10.7M 6.95%
138,963
-925
6
$7.42M 4.82%
180,630
+339
7
$7.16M 4.65%
33,585
-63
8
$6.88M 4.46%
27,430
+20
9
$6.79M 4.41%
91,072
-130
10
$5.67M 3.68%
61,485
-239
11
$5.6M 3.63%
203,061
+88
12
$5.11M 3.32%
262,926
+659
13
$4.32M 2.8%
19,577
-47
14
$3.93M 2.55%
100,352
+11
15
$3.87M 2.51%
32,851
-246
16
$3.35M 2.17%
10,999
-42
17
$2.68M 1.74%
14,017
+18
18
$2.44M 1.58%
38,220
+15
19
$2.33M 1.51%
19,836
+75
20
$2.31M 1.5%
12,154
-1
21
$1.84M 1.19%
24,396
22
$1.01M 0.65%
7,338
+41
23
$917K 0.6%
9,679
+29
24
$862K 0.56%
2,291
-532
25
$847K 0.55%
4,400
+2
1
2