AFS

Anderson Financial Strategies Portfolio holdings

AUM $164M
This Quarter Return
-2.09%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
-$2.43M
Cap. Flow
+$883K
Cap. Flow %
0.54%
Top 10 Hldgs %
62.41%
Holding
279
New
151
Increased
43
Reduced
19
Closed
41

Top Buys

1
$12.5M
2
$6.83M
3
$6.74M
4
$2.03M
5
$1.99M

Top Sells

1
$13.1M
2
$6.48M
3
$5.88M
4
$3.98M
5
$1.18M

Sector Composition

1Consumer Discretionary3.53%
2Technology2.9%
3Financials2.37%
4Communication Services2.35%
5Industrials1.66%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$30.9K0.02% 200
-61
-23%
-$9.43K
$29.9K0.02%
+60
 New
+$29.9K
$28.3K0.02% 1,432
-661,296
-100%
-$13.1M
$28K0.02%
+200
 New
+$28K
$24.8K0.02%
+2,827
 New
+$24.8K
$22.4K0.01%
+250
 New
+$22.4K
$21.5K0.01%
+700
 New
+$21.5K
$21.2K0.01%
+158
 New
+$21.2K
$19.9K0.01%
+120
 New
+$19.9K
$19.7K0.01%
+400
 New
+$19.7K
$19.6K0.01%
+306
 New
+$19.6K
$19.1K0.01%
+73
 New
+$19.1K
$18.7K0.01%
+125
 New
+$18.7K
$17.8K0.01%
+126
 New
+$17.8K
$17.8K0.01%
+66
 New
+$17.8K
$17.6K0.01%
+200
 New
+$17.6K
$16.5K0.01%
+150
 New
+$16.5K
$16.3K0.01% 645––
$13.7K0.01%
+24
 New
+$13.7K
$13.7K0.01%
+943
 New
+$13.7K
$13.6K0.01%
+65
 New
+$13.6K
$13.3K0.01%
+25
 New
+$13.3K
$13.2K0.01% 175
-100
-36%
-$7.57K
$12.7K0.01%
+408
 New
+$12.7K
$12.7K0.01%
+786
 New
+$12.7K
1 4567810