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
$164M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.83M
3
+$6.74M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.03M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.99M

Top Sells

1
+$13.1M
2
+$6.48M
3
+$5.88M
4
MEMS icon
Matthews Emerging Markets Discovery Active ETF
MEMS
+$3.98M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.18M

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
126
$30.9K 0.02%
200
-61
127
$29.9K 0.02%
+60
128
$28.3K 0.02%
1,432
-661,296
129
$28K 0.02%
+200
130
$24.8K 0.02%
+2,827
131
$22.4K 0.01%
+250
132
$21.5K 0.01%
+700
133
$21.2K 0.01%
+158
134
$19.9K 0.01%
+120
135
$19.7K 0.01%
+400
136
$19.6K 0.01%
+306
137
$19.1K 0.01%
+73
138
$18.7K 0.01%
+125
139
$17.8K 0.01%
+126
140
$17.8K 0.01%
+66
141
$17.6K 0.01%
+200
142
$16.5K 0.01%
+150
143
$16.3K 0.01%
645
144
$13.7K 0.01%
+24
145
$13.7K 0.01%
+943
146
$13.6K 0.01%
+65
147
$13.3K 0.01%
+25
148
$13.2K 0.01%
175
-100
149
$12.7K 0.01%
+408
150
$12.7K 0.01%
+786
4 5
6
7 8