AFS
Anderson Financial Strategies Portfolio holdings
AUM
$156M
1 Year Est. Return
–
AUM
$156M
AUM Growth
-$7.14M
(-4.4%)
Holding
241
Top Buys
| 1 | +$15.5M | |
| 2 | +$6.4M | |
| 3 | +$2.04M | |
| 4 |
Eastern Bankshares
EBC
|
+$950K |
| 5 |
Fidelity Enhanced International ETF
FENI
|
+$225K |
Top Sells
| 1 | +$14.3M | |
| 2 | +$6.74M | |
| 3 | +$2.03M | |
| 4 |
Mercado Libre
MELI
|
+$644K |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$604K |
Sector Composition
| 1 | Financials | 3.08% |
| 2 | Consumer Discretionary | 2.26% |
| 3 | Technology | 1.75% |
| 4 | Communication Services | 1.5% |
| 5 | Industrials | 1.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Paylocity
PCTY
$8.24B
| – | – |
-6
|
|
||
227
PepsiCo
PEP
$209B
| – | – |
-125
|
|
||
228
Pfizer
PFE
$141B
| – | – |
-645
|
|
||
229
iShares Preferred and Income Securities ETF
PFF
$14.7B
| – | – |
-700
|
|
||
230
Global X US Preferred ETF
PFFD
$2.36B
| – | – |
-2,422
|
|
||
231
Procter & Gamble
PG
$355B
| – | – |
-800
|
|
||
232
Invesco International Corporate Bond ETF
PICB
$198M
| – | – |
-1,813
|
|
||
233
Pinterest
PINS
$24B
| – | – |
-1,924
|
|
||
234
Insulet
PODD
$22.9B
| – | – |
-22
|
|
||
235
PayPal
PYPL
$67.1B
| – | – |
-1,166
|
|
||
236
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$708M
| – | – |
-1
|
|
||
237
Invesco NASDAQ 100 ETF
QQQM
$65.9B
| – | – |
-24
|
|
||
238
Rio Tinto
RIO
$115B
| – | – |
-95
|
|
||
239
Roku
ROKU
$14.6B
| – | – |
-967
|
|
||
240
SAP
SAP
$317B
| – | – |
-66
|
|
||
241
Starbucks
SBUX
$99.1B
| – | – |
-17
|
|