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
$5.78K﹤0.01%
+22
 New
+$5.78K
$5.77K﹤0.01%
+183
 New
+$5.77K
$5.73K﹤0.01%
+27
 New
+$5.73K
$5.71K﹤0.01%
+95
 New
+$5.71K
$5.49K﹤0.01% 81
-283
-78%
-$19.2K
$5.47K﹤0.01%
+40
 New
+$5.47K
$5.46K﹤0.01%
+68
 New
+$5.46K
$5.23K﹤0.01%
+62
 New
+$5.23K
$4.67K﹤0.01%
+28
 New
+$4.67K
$4.63K﹤0.01% 24
+12
+100%
+$2.32K
$4.6K﹤0.01% 44
+22
+100%
+$2.3K
$4.39K﹤0.01%
+66
 New
+$4.39K
$4.37K﹤0.01%
+29
 New
+$4.37K
$4.21K﹤0.01%
+99
 New
+$4.21K
$4.21K﹤0.01%
+42
 New
+$4.21K
$4.12K﹤0.01% 152
+150
+7,500%
+$4.06K
$4.08K﹤0.01%
+74
 New
+$4.08K
$3.98K﹤0.01% 60
+30
+100%
+$1.99K
$3.86K﹤0.01%
+34
 New
+$3.86K
$3.7K﹤0.01%
+38
 New
+$3.7K
$3.67K﹤0.01%
+1,576
 New
+$3.67K
$3.65K﹤0.01%
+121
 New
+$3.65K
$3.43K﹤0.01%
+18
 New
+$3.43K
$3.35K﹤0.01%
+18
 New
+$3.35K
$3.27K﹤0.01%
+27
 New
+$3.27K
1 678910