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 | |
|---|---|---|---|---|---|---|---|
| $3.25K | 0% | 31 | New | +$3.25K | |||
| $3.19K | 0% | 35 | New | +$3.19K | |||
| $2.92K | 0% | 50 +25 | +100% | +$1.46K | |||
| $2.83K | 0% | 55 | New | +$2.83K | |||
| $2.7K | 0% | 9 | New | +$2.7K | |||
| $2.6K | 0% | 17 | New | +$2.6K | |||
| $2.53K | 0% | 129 | New | +$2.53K | |||
| $2.45K | 0% | 52 | New | +$2.45K | |||
| $2.42K | 0% | 164 | New | +$2.42K | |||
| $2.27K | 0% | 73 | New | +$2.27K | |||
| $2.25K | 0% | 60 -31,359 | -100% | -$1.18M | |||
| $2.06K | 0% | 150 | New | +$2.06K | |||
| $2.06K | 0% | 30 +15 | +100% | +$1.03K | |||
| $1.99K | 0% | 49 | New | +$1.99K | |||
| $1.93K | 0% | 180 | New | +$1.93K | |||
| $1.86K | 0% | 9 | New | +$1.86K | |||
| $1.79K | 0% | 80 | New | +$1.79K | |||
| $1.64K | 0% | 17 | New | +$1.64K | |||
| $1.58K | 0% | 95 -1,326 | -93% | -$22.1K | |||
| $1.57K | 0% | 18 | New | +$1.57K | |||
| $1.33K | 0% | 6 -31 | -84% | -$6.88K | |||
| $1.31K | 0% | 9 | New | +$1.31K | |||
| $1.27K | 0% | 25 | New | +$1.27K | |||
| $1.2K | 0% | 24 | New | +$1.2K | |||
| $1.16K | 0% | 61 | New | +$1.16K |
