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AFS

Anderson Financial Strategies Portfolio holdings

AUM $182M
1-Year Est. Return 13.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$1.66M
3
+$1.5M
4
GTLS icon
Chart Industries
GTLS
+$1.44M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.24M

Top Sells

1
+$3.79M
2
+$1.75M
3
+$1.58M
4
F icon
Ford
F
+$1.44M
5
EXPE icon
Expedia Group
EXPE
+$1.41M

Sector Composition

1 Technology 2.73%
2 Financials 2.46%
3 Communication Services 2.38%
4 Industrials 1.2%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.1M 11.93%
221,283
-2,404
2
$16.1M 9.52%
140,572
-1,683
3
$14.6M 8.66%
414,281
-12,976
4
$11.9M 7.02%
231,356
+24,277
5
$10.6M 6.26%
214,596
+18,251
6
$8.86M 5.25%
97,912
-863
7
$8.77M 5.19%
230,946
+19,405
8
$7.68M 4.55%
84,798
-1,067
9
$7.33M 4.34%
337,848
+17,968
10
$7.25M 4.29%
151,272
+16,965
11
$7.05M 4.17%
324,095
+30,200
12
$6.1M 3.61%
82,890
-2,718
13
$4.9M 2.9%
126,024
+4,949
14
$4.83M 2.86%
+123,948
15
$3.71M 2.2%
55,434
+2,997
16
$3.4M 2.01%
89,439
-706
17
$2.3M 1.36%
39,985
+1,319
18
$2.28M 1.35%
8,894
+428
19
$1.8M 1.06%
+2,502
20
$1.78M 1.06%
87,121
-4,303
21
$1.68M 1%
19,812
+1,791
22
$1.61M 0.96%
88,853
+26,549
23
$1.6M 0.95%
67,835
-12,848
24
$1.54M 0.91%
6,067
+540
25
$1.51M 0.9%
+7,552
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