AFS
Anderson Financial Strategies Portfolio holdings
AUM
$156M
This Quarter Return
+6.37%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(-4.4%)
Cap. Flow
-$13.7M
Cap. Flow
% of AUM
-8.78%
Top 10 Holdings %
Top 10 Hldgs %
67.52%
Holding
241
New
4
Increased
10
Reduced
17
Closed
201
Top Buys
| 1 |
American Century US Quality Growth ETF
QGRO
|
$15.5M |
| 2 |
JPMorgan Realty Income ETF
JPRE
|
$6.4M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$2.04M |
| 4 |
Eastern Bankshares
EBC
|
$950K |
| 5 |
Fidelity Enhanced International ETF
FENI
|
$225K |
Top Sells
| 1 |
iShares Russell Top 200 Growth ETF
IWY
|
$14.3M |
| 2 |
Nuveen Short-Term REIT ETF
NURE
|
$6.74M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
$2.03M |
| 4 |
Mercado Libre
MELI
|
$644K |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
$604K |
Sector Composition
| 1 | Financials | 3.08% |
| 2 | Consumer Discretionary | 2.26% |
| 3 | Technology | 1.75% |
| 4 | Communication Services | 1.5% |
| 5 | Industrials | 1.43% |
