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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
$169M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$1.66M
3
+$1.5M
4
GTLS icon
Chart Industries
GTLS
+$1.44M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.24M

Top Sells

1
+$3.79M
2
+$1.75M
3
+$1.58M
4
F icon
Ford
F
+$1.44M
5
EXPE icon
Expedia Group
EXPE
+$1.41M

Sector Composition

1 Technology 2.73%
2 Financials 2.46%
3 Communication Services 2.38%
4 Industrials 1.2%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.86%
+25,354
27
$1.43M 0.85%
8,747
-1,716
28
$1.32M 0.78%
+176,156
29
$901K 0.53%
+134,720
30
$740K 0.44%
2,906
31
$682K 0.4%
2,162
32
$509K 0.3%
1,361
33
$481K 0.28%
4,010
34
$416K 0.25%
2,798
35
$406K 0.24%
2,205
36
$364K 0.22%
1,660
37
$317K 0.19%
1,300
38
$316K 0.19%
555
39
$275K 0.16%
615
40
– –
-27,634
41
– –
-195,401
42
– –
-8,367
43
– –
-132,237
44
– –
-732,363
45
– –
-1,000
46
– –
-13,869
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