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AFS

Anderson Financial Strategies Portfolio holdings

AUM $182M
1-Year Est. Return 13.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.52M
3
+$778K
4
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$542K
5
APP icon
Applovin
APP
+$505K

Top Sells

1
+$1.73M
2
+$1.24M
3
+$790K
4
FENI icon
Fidelity Enhanced International ETF
FENI
+$539K
5
SHOP icon
Shopify
SHOP
+$450K

Sector Composition

1 Financials 2.1%
2 Technology 1.99%
3 Communication Services 1.88%
4 Industrials 1.15%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WTV icon
1
WisdomTree US Value Fund
WTV
$2.99B
$21.9M 12.05%
221,408
-1,102
QGRO icon
2
American Century US Quality Growth ETF
QGRO
$2.13B
$17.7M 9.74%
157,237
+13,751
FENI icon
3
Fidelity Enhanced International ETF
FENI
$9.66B
$15.7M 8.65%
401,971
-14,011
IAGG icon
4
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$12.1M 6.63%
241,993
+15,479
SKOR icon
5
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$715M
$10.9M 6%
225,020
+7,261
CWB icon
6
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.14B
$10M 5.51%
96,476
-3,466
HYFI icon
7
AB High Yield ETF
HYFI
$343M
$9.1M 5%
243,655
+8,712
USVM icon
8
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.63B
$8.65M 4.75%
83,430
-2,647
PFFA icon
9
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.39B
$8.16M 4.49%
377,150
+25,230
JPRE icon
10
JPMorgan Realty Income ETF
JPRE
$481M
$8.15M 4.48%
158,241
+2,197
XSMO icon
11
Invesco S&P SmallCap Momentum ETF
XSMO
$2.85B
$7.3M 4.01%
82,617
-2,837
LGOV icon
12
First Trust Long Duration Opportunities ETF
LGOV
$662M
$7.28M 4%
339,240
+3,443
EDIV icon
13
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.24B
$5.44M 2.99%
132,401
+1,416
HMOP icon
14
Hartford Municipal Opportunities ETF
HMOP
$769M
$5.07M 2.79%
129,988
+5,034
EMCB icon
15
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$99.2M
$4.03M 2.22%
60,680
+2,594
FNY icon
16
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$562M
$3.28M 1.8%
+31,929
DTCR icon
17
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.22B
$2.88M 1.58%
98,007
-15,476
FWD icon
18
AB Disruptors ETF
FWD
$2.87B
$2.8M 1.54%
21,460
-993
MTUM icon
19
iShares MSCI USA Momentum Factor ETF
MTUM
$26.1B
$2.78M 1.53%
9,543
+268
LYTS icon
20
LSI Industries
LYTS
$901M
$2.03M 1.11%
84,696
+2,309
SDVY icon
21
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.9B
$1.89M 1.04%
44,703
-30,599
BVS icon
22
Bioventus
BVS
$623M
$1.85M 1.02%
172,900
-40,308
APP icon
23
Applovin
APP
$175B
$1.81M 0.99%
3,783
+1,044
GT icon
24
Goodyear
GT
$1.7B
$1.68M 0.92%
236,867
+51,687
EBC icon
25
Eastern Bankshares
EBC
$4.43B
$1.64M 0.9%
80,880
-2,107
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