AFS
Anderson Financial Strategies Portfolio holdings
AUM $164M
AUM
$164M
AUM Growth
-$2.43M (-1%)
Cap. Flow
+$18.8M
Cap. Flow % of AUM
11.49%
Top 10 Holdings %Top 10 Hldgs %
62.41%
Holding
279
New
151
Increased
43
Reduced
19
Closed
41
Top Buys
| 1 | $12.5M | |
| 2 | $6.83M | |
| 3 | $6.74M | |
| 4 | $2.03M | |
| 5 | $1.99M |
Top Sells
| 1 | $13.1M | |
| 2 | $6.48M | |
| 3 | $5.88M | |
| 4 | $3.98M | |
| 5 | $1.18M |
Sector Composition
| 1 | Consumer Discretionary | 3.53% |
| 2 | Technology | 2.97% |
| 3 | Financials | 2.37% |
| 4 | Communication Services | 2.29% |
| 5 | Industrials | 1.66% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.13K | 0% | 6 | New | +$1.13K | |||
| $1.03K | 0% | 11 | New | +$1.03K | |||
| $697 | 0% | 80 | – | – | |||
| $652 | 0% | 8 | New | +$652 | |||
| $352 | 0% | 115 | New | +$352 | |||
| $212 | 0% | 19 | – | – | |||
| $188 | 0% | 39 | – | – | |||
| $71 | 0% | 1 | New | +$71 | |||
| $48 | 0% | 1 | – | – | |||
| $46 | 0% | 1 | New | +$46 | |||
| $29 | 0% | 1 | New | +$29 | |||
| $11 | 0% | 1 | – | – | |||
| $0 | 0% | 0 -69 | Closed | – | |||
| $0 | 0% | 0 -2 | Closed | – | |||
| $0 | 0% | 0 -1,033 | Closed | – | |||
| $0 | 0% | 0 -31 | Closed | – | |||
| $0 | 0% | 0 -4 | Closed | – | |||
| $0 | 0% | 0 -2 | Closed | – | |||
| $0 | 0% | 0 -24 | Closed | – | |||
| $0 | 0% | 0 -86 | Closed | – | |||
| $0 | 0% | 0 -14 | Closed | – | |||
| $0 | 0% | 0 -54 | Closed | – | |||
| $0 | 0% | 0 -140 | Closed | – | |||
| $0 | 0% | 0 -1,230 | Closed | – |
