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
51
$54.4K 0.03%
+117
52
$52.5K 0.03%
+124
53
$52.2K 0.03%
+180
54
$51.2K 0.03%
+1,875
55
$50K 0.03%
+192
56
$49.4K 0.03%
+261
57
$46.4K 0.03%
+1,120
58
$44.3K 0.03%
+3,798
59
$41.4K 0.02%
+1,466
60
$29.8K 0.02%
+78
61
$27.6K 0.02%
+1,230
62
$26.9K 0.02%
+54
63
$26.3K 0.02%
+1,000
64
$25.4K 0.02%
+1,421
65
$22.1K 0.01%
+1,033
66
$19.3K 0.01%
+275
67
$17.1K 0.01%
+645
68
$16.3K 0.01%
+364
69
$16K 0.01%
+38
70
$14.5K 0.01%
+100
71
$13.3K 0.01%
+69
72
$12.7K 0.01%
+58
73
$12.3K 0.01%
+49
74
$12.1K 0.01%
+99
75
$12K 0.01%
+86
1 2
3
4