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
$3.25K﹤0.01%
+31
 New
+$3.25K
$3.19K﹤0.01%
+35
 New
+$3.19K
$2.92K﹤0.01% 50
+25
+100%
+$1.46K
$2.83K﹤0.01%
+55
 New
+$2.83K
$2.7K﹤0.01%
+9
 New
+$2.7K
$2.6K﹤0.01%
+17
 New
+$2.6K
$2.53K﹤0.01%
+129
 New
+$2.53K
$2.45K﹤0.01%
+52
 New
+$2.45K
$2.42K﹤0.01%
+164
 New
+$2.42K
$2.27K﹤0.01%
+73
 New
+$2.27K
$2.25K﹤0.01% 60
-31,359
-100%
-$1.18M
$2.06K﹤0.01%
+150
 New
+$2.06K
$2.06K﹤0.01% 30
+15
+100%
+$1.03K
$1.99K﹤0.01%
+49
 New
+$1.99K
$1.93K﹤0.01%
+180
 New
+$1.93K
$1.86K﹤0.01%
+9
 New
+$1.86K
$1.79K﹤0.01%
+80
 New
+$1.79K
$1.64K﹤0.01%
+17
 New
+$1.64K
$1.58K﹤0.01% 95
-1,326
-93%
-$22.1K
$1.57K﹤0.01%
+18
 New
+$1.57K
$1.33K﹤0.01% 6
-31
-84%
-$6.88K
$1.31K﹤0.01%
+9
 New
+$1.31K
$1.27K﹤0.01%
+25
 New
+$1.27K
$1.2K﹤0.01%
+24
 New
+$1.2K
$1.16K﹤0.01%
+61
 New
+$1.16K
1 678910