AFS
Anderson Financial Strategies Portfolio holdings
AUM
$172M
1-Year Est. Return
10.9%
This Fund
S&P 500
1 Year Est. Return
+10.9%
AUM
$172M
AUM Growth
+$3.42M
(+2%)
Holding
40
Top Buys
| 1 | +$2.35M | |
| 2 | +$564K | |
| 3 | +$562K | |
| 4 |
Live Nation Entertainment
LYV
|
+$371K |
| 5 |
American Century US Quality Growth ETF
QGRO
|
+$333K |
Top Sells
| 1 | +$1.68M | |
| 2 | +$591K | |
| 3 | +$537K | |
| 4 |
Netflix
NFLX
|
+$481K |
| 5 |
ServiceNow
NOW
|
+$406K |
Sector Composition
| 1 | Technology | 2.54% |
| 2 | Financials | 2.4% |
| 3 | Communication Services | 2.26% |
| 4 | Consumer Discretionary | 1.16% |
| 5 | Industrials | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Bioventus
BVS
$593M
| $1.59M | 0.92% |
213,208
+78,488
|
|
||
27
Eastern Bankshares
EBC
$4.23B
| $1.53M | 0.89% |
82,987
-5,866
|
|
||
28
Chart Industries
GTLS
$9.3B
| $1.52M | 0.88% |
7,359
-193
|
|
||
29
LSI Industries
LYTS
$610M
| $1.51M | 0.88% |
82,387
+14,552
|
|
||
30
Apple
AAPL
$3.83T
| $790K | 0.46% |
2,906
|
|
||
31
JPMorgan Chase
JPM
$779B
| $664K | 0.39% |
2,062
-100
|
|
||
32
Shopify
SHOP
$169B
| $450K | 0.26% |
2,798
|
|
||
33
Eaton
ETN
$140B
| $436K | 0.25% |
1,368
+7
|
|
||
34
Alphabet (Google) Class C
GOOG
$3.71T
| $428K | 0.25% |
1,363
+63
|
|
||
35
Amazon
AMZN
$2.3T
| $383K | 0.22% |
1,660
|
|
||
36
Intuitive Surgical
ISRG
$173B
| $348K | 0.2% |
615
|
|
||
37
Mastercard
MA
$459B
| $322K | 0.19% |
564
+9
|
|
||
38
iShares Residential and Multisector Real Estate ETF
REZ
$838M
| – | – |
-19,812
|
|
||
|
39
ServiceNow
NOW
$122B
| – | – |
-2,205
|
|
||
|
40
Netflix
NFLX
$409B
| – | – |
-4,010
|
|