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 | |
|---|---|---|---|---|---|---|---|
| $5.78K | 0% | 22 | New | +$5.78K | |||
| $5.77K | 0% | 183 | New | +$5.77K | |||
| $5.73K | 0% | 27 | New | +$5.73K | |||
| $5.71K | 0% | 95 | New | +$5.71K | |||
| $5.49K | 0% | 81 -283 | -78% | -$19.2K | |||
| $5.47K | 0% | 40 | New | +$5.47K | |||
| $5.46K | 0% | 68 | New | +$5.46K | |||
| $5.23K | 0% | 62 | New | +$5.23K | |||
| $4.67K | 0% | 28 | New | +$4.67K | |||
| $4.63K | 0% | 24 +12 | +100% | +$2.32K | |||
| $4.6K | 0% | 44 +22 | +100% | +$2.3K | |||
| $4.39K | 0% | 66 | New | +$4.39K | |||
| $4.37K | 0% | 29 | New | +$4.37K | |||
| $4.21K | 0% | 99 | New | +$4.21K | |||
| $4.21K | 0% | 42 | New | +$4.21K | |||
| $4.12K | 0% | 152 +150 | +7,500% | +$4.06K | |||
| $4.08K | 0% | 74 | New | +$4.08K | |||
| $3.98K | 0% | 60 +30 | +100% | +$1.99K | |||
| $3.86K | 0% | 34 | New | +$3.86K | |||
| $3.7K | 0% | 38 | New | +$3.7K | |||
| $3.67K | 0% | 1,576 | New | +$3.67K | |||
| $3.65K | 0% | 121 | New | +$3.65K | |||
| $3.43K | 0% | 18 | New | +$3.43K | |||
| $3.35K | 0% | 18 | New | +$3.35K | |||
| $3.27K | 0% | 27 | New | +$3.27K |
