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
$12.7K0.01%
+343
 New
+$12.7K
$12.5K0.01% 249
-117,205
-100%
-$5.88M
$11.8K0.01%
+147
 New
+$11.8K
$11.4K0.01%
+200
 New
+$11.4K
$11K0.01%
+808
 New
+$11K
$10.7K0.01%
+225
 New
+$10.7K
$10.7K0.01%
+40
 New
+$10.7K
$10.4K0.01% 79
-20
-20%
-$2.64K
$10.4K0.01% 446
-170,183
-100%
-$3.98M
$10.2K0.01%
+425
 New
+$10.2K
$9.6K0.01%
+200
 New
+$9.6K
$9.56K0.01%
+46
 New
+$9.56K
$9.14K0.01%
+315
 New
+$9.14K
$9.08K0.01%
+882
 New
+$9.08K
$9.02K0.01%
+92
 New
+$9.02K
$8.21K0.01%
+112
 New
+$8.21K
$8.03K﹤0.01% 68
-54,834
-100%
-$6.48M
$6.8K﹤0.01%
+140
 New
+$6.8K
$6.6K﹤0.01%
+45
 New
+$6.6K
$6.5K﹤0.01%
+102
 New
+$6.5K
$6.36K﹤0.01%
+67
 New
+$6.36K
$6.25K﹤0.01%
+165
 New
+$6.25K
$6.15K﹤0.01%
+106
 New
+$6.15K
$6.05K﹤0.01% 13
+12
+1,200%
+$5.59K
$5.97K﹤0.01%
+50
 New
+$5.97K
1 5678910