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 | |
|---|---|---|---|---|---|---|---|
| $12.7K | 0.01% | 343 | New | +$12.7K | |||
| $12.5K | 0.01% | 249 -117,205 | -100% | -$5.88M | |||
| $11.8K | 0.01% | 147 | New | +$11.8K | |||
| $11.4K | 0.01% | 200 | New | +$11.4K | |||
| $11K | 0.01% | 808 | New | +$11K | |||
| $10.7K | 0.01% | 225 | New | +$10.7K | |||
| $10.7K | 0.01% | 40 | New | +$10.7K | |||
| $10.4K | 0.01% | 79 -20 | -20% | -$2.64K | |||
| $10.4K | 0.01% | 446 -170,183 | -100% | -$3.98M | |||
| $10.2K | 0.01% | 425 | New | +$10.2K | |||
| $9.6K | 0.01% | 200 | New | +$9.6K | |||
| $9.56K | 0.01% | 46 | New | +$9.56K | |||
| $9.14K | 0.01% | 315 | New | +$9.14K | |||
| $9.08K | 0.01% | 882 | New | +$9.08K | |||
| $9.02K | 0.01% | 92 | New | +$9.02K | |||
| $8.21K | 0.01% | 112 | New | +$8.21K | |||
| $8.03K | 0% | 68 -54,834 | -100% | -$6.48M | |||
| $6.8K | 0% | 140 | New | +$6.8K | |||
| $6.6K | 0% | 45 | New | +$6.6K | |||
| $6.5K | 0% | 102 | New | +$6.5K | |||
| $6.36K | 0% | 67 | New | +$6.36K | |||
| $6.25K | 0% | 165 | New | +$6.25K | |||
| $6.15K | 0% | 106 | New | +$6.15K | |||
| $6.05K | 0% | 13 +12 | +1,200% | +$5.59K | |||
| $5.97K | 0% | 50 | New | +$5.97K |
