AFS

Anderson Financial Strategies Portfolio holdings

AUM $156M
This Quarter Est. Return
1 Year Est. Return
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

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
PODD icon
176
Insulet
PODD
$22.8B
$5.78K ﹤0.01%
+22
IBN icon
177
ICICI Bank
IBN
$110B
$5.77K ﹤0.01%
+183
TEAM icon
178
Atlassian
TEAM
$43.2B
$5.73K ﹤0.01%
+27
RIO icon
179
Rio Tinto
RIO
$117B
$5.71K ﹤0.01%
+95
CVS icon
180
CVS Health
CVS
$104B
$5.49K ﹤0.01%
81
-283
BIIB icon
181
Biogen
BIIB
$21.9B
$5.47K ﹤0.01%
+40
DLB icon
182
Dolby
DLB
$6.38B
$5.46K ﹤0.01%
+68
STX icon
183
Seagate
STX
$47.5B
$5.23K ﹤0.01%
+62
AVGO icon
184
Broadcom
AVGO
$1.76T
$4.67K ﹤0.01%
+28
QQQM icon
185
Invesco NASDAQ 100 ETF
QQQM
$66.4B
$4.63K ﹤0.01%
24
+12
IJR icon
186
iShares Core S&P Small-Cap ETF
IJR
$86.8B
$4.6K ﹤0.01%
44
+22
HDB icon
187
HDFC Bank
HDB
$189B
$4.38K ﹤0.01%
+66
CRL icon
188
Charles River Laboratories
CRL
$9.25B
$4.37K ﹤0.01%
+29
GH icon
189
Guardant Health
GH
$8.68B
$4.21K ﹤0.01%
+99
BDC icon
190
Belden
BDC
$4.67B
$4.21K ﹤0.01%
+42
THS icon
191
Treehouse Foods
THS
$967M
$4.12K ﹤0.01%
152
+150
EMXC icon
192
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.2B
$4.08K ﹤0.01%
+74
SPHQ icon
193
Invesco S&P 500 Quality ETF
SPHQ
$15.4B
$3.98K ﹤0.01%
60
+30
DIS icon
194
Walt Disney
DIS
$201B
$3.86K ﹤0.01%
+34
CNI icon
195
Canadian National Railway
CNI
$59.1B
$3.7K ﹤0.01%
+38
ABEV icon
196
Ambev
ABEV
$34.5B
$3.67K ﹤0.01%
+1,576
IONS icon
197
Ionis Pharmaceuticals
IONS
$11.7B
$3.65K ﹤0.01%
+121
IVE icon
198
iShares S&P 500 Value ETF
IVE
$42.7B
$3.43K ﹤0.01%
+18
BAP icon
199
Credicorp
BAP
$20.7B
$3.35K ﹤0.01%
+18
TJX icon
200
TJX Companies
TJX
$160B
$3.27K ﹤0.01%
+27