AFS
Anderson Financial Strategies Portfolio holdings
AUM $164M
AUM
$164M
AUM Growth
-$2.43M (-1%)
Cap. Flow
+$18.8M
Cap. Flow % of AUM
11.49%
Top 10 Holdings %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
| 1 | Consumer Discretionary | 3.53% |
| 2 | Technology | 2.97% |
| 3 | Financials | 2.37% |
| 4 | Communication Services | 2.29% |
| 5 | Industrials | 1.66% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $30.9K | 0.02% | 200 -61 | -23% | -$9.43K | |||
| $29.9K | 0.02% | 60 | New | +$29.9K | |||
| $28.3K | 0.02% | 1,432 -661,296 | -100% | -$13.1M | |||
| $28K | 0.02% | 200 | New | +$28K | |||
| $24.8K | 0.02% | 2,827 | New | +$24.8K | |||
| $22.4K | 0.01% | 250 | New | +$22.4K | |||
| $21.5K | 0.01% | 700 | New | +$21.5K | |||
| $21.2K | 0.01% | 158 | New | +$21.2K | |||
| $19.9K | 0.01% | 120 | New | +$19.9K | |||
| $19.7K | 0.01% | 400 | New | +$19.7K | |||
| $19.6K | 0.01% | 306 | New | +$19.6K | |||
| $19.1K | 0.01% | 73 | New | +$19.1K | |||
| $18.7K | 0.01% | 125 | New | +$18.7K | |||
| $17.8K | 0.01% | 126 | New | +$17.8K | |||
| $17.8K | 0.01% | 66 | New | +$17.8K | |||
| $17.6K | 0.01% | 200 | New | +$17.6K | |||
| $16.5K | 0.01% | 150 | New | +$16.5K | |||
| $16.3K | 0.01% | 645 | – | – | |||
| $13.7K | 0.01% | 24 | New | +$13.7K | |||
| $13.7K | 0.01% | 943 | New | +$13.7K | |||
| $13.6K | 0.01% | 65 | New | +$13.6K | |||
| $13.3K | 0.01% | 25 | New | +$13.3K | |||
| $13.2K | 0.01% | 175 -100 | -36% | -$7.57K | |||
| $12.7K | 0.01% | 408 | New | +$12.7K | |||
| $12.7K | 0.01% | 786 | New | +$12.7K |
