AFS

Anderson Financial Strategies Portfolio holdings

AUM $156M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 3.53%
2 Technology 2.9%
3 Financials 2.37%
4 Communication Services 2.35%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UNP icon
76
Union Pacific
UNP
$129B
$120K 0.07%
+509
XOM icon
77
Exxon Mobil
XOM
$494B
$119K 0.07%
1,000
TTD icon
78
Trade Desk
TTD
$26.2B
$109K 0.07%
+2,000
VXUS icon
79
Vanguard Total International Stock ETF
VXUS
$109B
$105K 0.06%
+1,688
VTWV icon
80
Vanguard Russell 2000 Value ETF
VTWV
$853M
$98.9K 0.06%
743
+643
TSCO icon
81
Tractor Supply
TSCO
$29.9B
$98.1K 0.06%
+1,780
VWO icon
82
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$92.8K 0.06%
+2,051
KD icon
83
Kyndryl
KD
$6.68B
$92.5K 0.06%
2,947
+774
DE icon
84
Deere & Co
DE
$129B
$90.6K 0.06%
193
+69
DOCU icon
85
DocuSign
DOCU
$14.4B
$90.6K 0.06%
+1,112
NGG icon
86
National Grid
NGG
$76.6B
$90.2K 0.06%
1,415
JKHY icon
87
Jack Henry & Associates
JKHY
$11.4B
$89.5K 0.05%
+490
MSFT icon
88
Microsoft
MSFT
$3.95T
$89.3K 0.05%
238
+200
GLD icon
89
SPDR Gold Trust
GLD
$127B
$77.8K 0.05%
270
PYPL icon
90
PayPal
PYPL
$67.1B
$76.1K 0.05%
+1,166
LULU icon
91
lululemon athletica
LULU
$21.5B
$75.6K 0.05%
267
+189
KNSL icon
92
Kinsale Capital Group
KNSL
$10B
$75.4K 0.05%
155
+38
WRBY icon
93
Warby Parker
WRBY
$2.62B
$72.1K 0.04%
3,954
+1,109
NICE icon
94
Nice
NICE
$8.31B
$71.7K 0.04%
+465
CART icon
95
Maplebear
CART
$10.1B
$69.6K 0.04%
1,745
+625
ROKU icon
96
Roku
ROKU
$14.6B
$68.2K 0.04%
+967
AMGN icon
97
Amgen
AMGN
$157B
$67.6K 0.04%
217
+25
UNH icon
98
UnitedHealth
UNH
$331B
$60.7K 0.04%
+116
PINS icon
99
Pinterest
PINS
$24B
$59.6K 0.04%
+1,924
WHR icon
100
Whirlpool
WHR
$4.12B
$58K 0.04%
644
+168