AFS

Anderson Financial Strategies Portfolio holdings

AUM $172M
1-Year Est. Return 10.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
-$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.34M
3
+$1.85M
4
EBC icon
Eastern Bankshares
EBC
+$935K
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$212K

Top Sells

1
+$14.3M
2
+$6.74M
3
+$2.03M
4
MELI icon
Mercado Libre
MELI
+$644K
5
SPOT icon
Spotify
SPOT
+$600K

Sector Composition

1 Financials 3.08%
2 Consumer Discretionary 2.26%
3 Technology 1.75%
4 Communication Services 1.5%
5 Industrials 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-542
52
– –
-1,795
53
– –
-884
54
– –
-60
55
– –
-1,091
56
– –
-62
57
– –
-27
58
– –
-126
59
– –
-152
60
– –
-27
61
– –
-17
62
– –
-164
63
– –
-60
64
– –
-40
65
– –
-315
66
– –
-1,780
67
– –
-1,728
68
– –
-120
69
– –
-150
70
– –
-2,000
71
– –
-1,466
72
– –
-116
73
– –
-509
74
– –
-150
75
– –
-150
1 2
3
4 5