AFS
Anderson Financial Strategies Portfolio holdings
AUM
$156M
This Quarter Return
-2.09%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(-1.5%)
Cap. Flow
+$883K
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
62.41%
Holding
279
New
151
Increased
43
Reduced
19
Closed
41
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Insulet
PODD
$24.3B
| $5.78K | ﹤0.01% |
+22
| New | +$5.78K |
|
177
ICICI Bank
IBN
$113B
| $5.77K | ﹤0.01% |
+183
| New | +$5.77K |
|
178
Atlassian
TEAM
$45.3B
| $5.73K | ﹤0.01% |
+27
| New | +$5.73K |
|
179
Rio Tinto
RIO
$101B
| $5.71K | ﹤0.01% |
+95
| New | +$5.71K |
|
180
CVS Health
CVS
$94B
| $5.49K | ﹤0.01% |
81
-283
| -78% | -$19.2K |
|
181
Biogen
BIIB
$20.5B
| $5.47K | ﹤0.01% |
+40
| New | +$5.47K |
|
182
Dolby
DLB
$6.91B
| $5.46K | ﹤0.01% |
+68
| New | +$5.46K |
|
183
Seagate
STX
$36.3B
| $5.23K | ﹤0.01% |
+62
| New | +$5.23K |
|
184
Broadcom
AVGO
$1.4T
| $4.67K | ﹤0.01% |
+28
| New | +$4.67K |
|
185
Invesco NASDAQ 100 ETF
QQQM
$58.3B
| $4.63K | ﹤0.01% |
24
+12
| +100% | +$2.32K |
|
186
iShares Core S&P Small-Cap ETF
IJR
$84.5B
| $4.6K | ﹤0.01% |
44
+22
| +100% | +$2.3K |
|
187
HDFC Bank
HDB
$179B
| $4.39K | ﹤0.01% |
+66
| New | +$4.39K |
|
188
Charles River Laboratories
CRL
$7.94B
| $4.37K | ﹤0.01% |
+29
| New | +$4.37K |
|
189
Guardant Health
GH
$8.29B
| $4.21K | ﹤0.01% |
+99
| New | +$4.21K |
|
190
Belden
BDC
$5.02B
| $4.21K | ﹤0.01% |
+42
| New | +$4.21K |
|
191
Treehouse Foods
THS
$908M
| $4.12K | ﹤0.01% |
152
+150
| +7,500% | +$4.06K |
|
192
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.7B
| $4.08K | ﹤0.01% |
+74
| New | +$4.08K |
|
193
Invesco S&P 500 Quality ETF
SPHQ
$15B
| $3.98K | ﹤0.01% |
60
+30
| +100% | +$1.99K |
|
194
Walt Disney
DIS
$213B
| $3.86K | ﹤0.01% |
+34
| New | +$3.86K |
|
195
Canadian National Railway
CNI
$60.3B
| $3.7K | ﹤0.01% |
+38
| New | +$3.7K |
|
196
Ambev
ABEV
$34.1B
| $3.67K | ﹤0.01% |
+1,576
| New | +$3.67K |
|
197
Ionis Pharmaceuticals
IONS
$9.16B
| $3.65K | ﹤0.01% |
+121
| New | +$3.65K |
|
198
iShares S&P 500 Value ETF
IVE
$40.9B
| $3.43K | ﹤0.01% |
+18
| New | +$3.43K |
|
199
Credicorp
BAP
$20.6B
| $3.35K | ﹤0.01% |
+18
| New | +$3.35K |
|
200
TJX Companies
TJX
$155B
| $3.27K | ﹤0.01% |
+27
| New | +$3.27K |
|