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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
LYV icon
26
Live Nation Entertainment
LYV
$37.9B
$1.61M 0.88%
10,223
-1,104
RNR icon
27
RenaissanceRe
RNR
$12.1B
$1.6M 0.88%
5,295
-435
DBD icon
28
Diebold Nixdorf
DBD
$2.83B
$1.6M 0.88%
20,578
-3,490
GTLS icon
29
Chart Industries
GTLS
$9.92B
$1.57M 0.86%
7,534
+175
JPM icon
30
JPMorgan Chase
JPM
$838B
$576K 0.32%
1,862
-200
ETN icon
31
Eaton
ETN
$156B
$532K 0.29%
1,296
-72
VOO icon
32
Vanguard S&P 500 ETF
VOO
$970B
$277K 0.15%
+416
AAPL icon
33
Apple
AAPL
$4.27T
– –
-2,906
AMZN icon
34
Amazon
AMZN
$2.63T
– –
-1,660
GOOG icon
35
Alphabet (Google) Class C
GOOG
$4.42T
– –
-1,363
ISRG icon
36
Intuitive Surgical
ISRG
$151B
– –
-615
JEPQ icon
37
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.8B
– –
-29,815
MA icon
38
Mastercard
MA
$438B
– –
-564
SHOP icon
39
Shopify
SHOP
$143B
– –
-2,798
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