AFS

Anderson Financial Strategies Portfolio holdings

AUM $169M
1-Year Est. Return 9.29%
This Quarter Est. Return
1 Year Est. Return
+9.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.83M
3
+$6.74M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.03M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.99M

Top Sells

1
+$13.1M
2
+$6.48M
3
+$5.88M
4
MEMS icon
Matthews Emerging Markets Discovery Active ETF
MEMS
+$3.98M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.18M

Sector Composition

1 Consumer Discretionary 3.53%
2 Technology 2.9%
3 Financials 2.37%
4 Communication Services 2.35%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.13K ﹤0.01%
+6
227
$1.03K ﹤0.01%
+11
228
$697 ﹤0.01%
80
229
$652 ﹤0.01%
+8
230
$352 ﹤0.01%
+115
231
$212 ﹤0.01%
19
232
$188 ﹤0.01%
39
233
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+1
234
$48 ﹤0.01%
1
235
$46 ﹤0.01%
+1
236
$29 ﹤0.01%
+1
237
$11 ﹤0.01%
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