AFS
Axiom Financial Strategies Portfolio holdings
AUM
$179M
This Quarter Return
+9.2%
1 Year Return
+13.7%
3 Year Return
+37.14%
5 Year Return
+60.6%
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+3.4%)
Cap. Flow
-$7.52M
Cap. Flow
% of AUM
-4.88%
Top 10 Holdings %
Top 10 Hldgs %
71.49%
Holding
37
New
5
Increased
12
Reduced
16
Closed
2
Top Buys
| 1 |
UnitedHealth
UNH
|
$259K |
| 2 |
Accenture
ACN
|
$241K |
| 3 |
Chevron
CVX
|
$239K |
| 4 |
Linde
LIN
|
$208K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$201K |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$7.73M |
| 2 |
WEC Energy
WEC
|
$237K |
| 3 |
Microsoft
MSFT
|
$200K |
| 4 |
Vanguard Information Technology ETF
VGT
|
$149K |
| 5 |
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% |
