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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$13.9M
3
+$12.3M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$10.6M
5
SKOR icon
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
+$8.93M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 2.33%
2 Financials 1.99%
3 Industrials 1.05%
4 Communication Services 0.86%
5 Technology 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.74%
+9,402
27
$1.23M 0.74%
+123,926
28
$752K 0.45%
+303,211
29
$470K 0.28%
+1,962
30
$430K 0.26%
+1,296
31
$327K 0.2%
+1,129
32
$277K 0.17%
+1,400
33
$215K 0.13%
+33,775
34
$191K 0.11%
+13,226
35
$189K 0.11%
+4,444
36
$158K 0.1%
+294
37
$152K 0.09%
+13,203
38
$148K 0.09%
+1,795
39
$148K 0.09%
+880
40
$147K 0.09%
+2,600
41
$128K 0.08%
+12,635
42
$123K 0.07%
+5,080
43
$108K 0.07%
+750
44
$108K 0.06%
+1,000
45
$81.7K 0.05%
+1,415
46
$75.2K 0.05%
+2,173
47
$68.9K 0.04%
+2,845
48
$65.4K 0.04%
+270
49
$55.9K 0.03%
+95
50
$54.5K 0.03%
+476
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