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
76
$9.34K 0.01%
+24
77
$8.72K 0.01%
+31
78
$8.04K ﹤0.01%
+140
79
$6.76K ﹤0.01%
+37
80
$3.67K ﹤0.01%
+4
81
$2.54K ﹤0.01%
+22
82
$2.52K ﹤0.01%
+12
83
$2.11K ﹤0.01%
+2
84
$2.01K ﹤0.01%
+30
85
$1.59K ﹤0.01%
+14
86
$1.56K ﹤0.01%
+25
87
$1.05K ﹤0.01%
+4
88
$1.01K ﹤0.01%
+15
89
$996 ﹤0.01%
+80
90
$419 ﹤0.01%
+1
91
$329 ﹤0.01%
+39
92
$226 ﹤0.01%
+4
93
$204 ﹤0.01%
+2
94
$177 ﹤0.01%
+19
95
$70 ﹤0.01%
+2
96
$48 ﹤0.01%
+1
97
$38 ﹤0.01%
+1
98
$13 ﹤0.01%
+1
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4