AFS
Anderson Financial Strategies LLC Portfolio
Invests via Anderson Financial Strategies, LLC | Managed by Anderson Financial Strategies, LLC
Invests via Anderson Financial Strategies, LLC
Managed by Anderson Financial Strategies, LLC
Automatically Tracked
Company Profile
Boutique financial advisory firm offering wealth management, retirement planning and fiduciary services to high-net-worth individuals, family offices and small institutions. Anderson Financial Strategies, LLC provides portfolio construction, tax-aware asset allocation, cash-flow modelling and outsourced CFO services, typically managing concentrated-equity exposure and fixed-income ladders. Capital focus is discretionary advisory mandates and fee-based financial planning; competitive positioning emphasizes personalized service, multi-asset strategies and conservative risk management. Relevant credentials include senior advisers with CFP and CPA backgrounds and multi-decade industry experience.
Boutique financial advisory firm offering wealth management, retirement planning and fiduciary services to high-net-worth individuals, family offices and small institutions. Anderson Financial Strategies, LLC provides portfolio construction, tax-aware asset allocation, cash-flow modelling and outsourced CFO services, typically managing concentrated-equity exposure and fixed-income ladders. Capital focus is discretionary advisory mandates and fee-based financial planning; competitive positioning emphasizes personalized service, multi-asset strategies and conservative risk management. Relevant credentials include senior advisers with CFP and CPA backgrounds and multi-decade industry experience.
Investment Philosophy & Strategy
A boutique fiduciary approach prioritizes capital preservation and tax-aware, multi-asset diversification for high-net-worth individuals, family offices and small institutions. Portfolios blend concentrated-equity management with laddered fixed-income, emphasizing cash-flow modeling, downside controls and liability-aware allocation. Discretionary advisory mandates favor fee-based, long-term horizon allocations, conservative risk budgeting, active rebalancing and situational opportunism around valuation dislocations. Competitive edge derives from CFP/CPA-led counsel, outsourced-CFO integration and bespoke planning-driven underwriting.
A boutique fiduciary approach prioritizes capital preservation and tax-aware, multi-asset diversification for high-net-worth individuals, family offices and small institutions. Portfolios blend concentrated-equity management with laddered fixed-income, emphasizing cash-flow modeling, downside controls and liability-aware allocation. Discretionary advisory mandates favor fee-based, long-term horizon allocations, conservative risk budgeting, active rebalancing and situational opportunism around valuation dislocations. Competitive edge derives from CFP/CPA-led counsel, outsourced-CFO integration and bespoke planning-driven underwriting.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
12.91%
Gain -0.8%
Monthly
0.57%
Yearly
7.01%
Drawdown
12.3%
$183.34M
Equity
Holdings
$183.34M
Investment
$168.09M
$20.24M
Profit -$1.43M
Realized
$5M
Unrealized
$15.24M
Dividends
$8.37M
Goals
Avg. 39.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.8%
Profit
-$1.43M
Win %
55%
This Week
Compared To Last Week
Gain
-1.06%
Profit
-$1.97M
Win %
55%
This Month
Compared to last month
Gain
-0.51%
Profit
-$932,646.9
Win %
55%
This Year
Compared to last year
Gain
-4.16%
Profit
-$7.97M
Win %
68%
JPM JPMorgan Chase & Co.
+0.93%
+$5,790.82 
EBC Eastern Bankshares, Inc.
+0.8%
+$14,600.96 
JNJ Johnson & Johnson
+0.78%
+$1,485 
DBD Diebold Nixdorf Inc.
+0.45%
+$6,542.4 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
+0.39%
+$16,404.25 
JPRE JPMorgan Realty Income ETF
+0.39%
+$30,814.1 
DFIN Donnelley Financial Solutions Inc.
+0.31%
+$6,874.4 
BVS Bioventus Inc. Class A
-3.22%
-$86,469.29 
NFLX Netflix, Inc.
-3.22%
-$45,887.42 
FWD AB Disruptors ETF
-3.13%
-$73,899.18 
FNY First Trust Mid Cap Growth Fund
-2.56%
-$77,154.02 
ETN Eaton Corporation plc
-2.53%
-$13,219.21 
MTUM iShares MSCI USA Momentum Factor ETF
-2.44%
-$60,975.68 
PWB Invesco Large Cap Growth ETF
-2.28%
-$396,220.88 
CWB SPDR Bloomberg Convertible Securities ETF
-2.13%
-$189,233.19 
QGRO American Century U.S. Quality Growth ETF
-2.05%
-$7,648.31 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.68%
-$37,077.48 
CHWY Chewy Inc.
-1.67%
-$28,347.81 
XSMO Invesco S&P SmallCap Momentum ETF
-1.64%
-$101,235.49 
SPY SPDR S&P 500 ETF Trust
-1.19%
-$5,942.16 
VOO Vanguard S&P 500 ETF
-1.12%
-$2,334.36 
NVDA NVIDIA Corporation
-1.05%
-$18,608.54 
LYTS Lsi Industries Inc.
-0.84%
-$11,978.03 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.74%
-$41,458.5 
CARS Cars.com Inc.
-0.73%
-$12,722.4 
USVM VictoryShares US Small Mid Cap Value Momentum ETF
-0.63%
-$53,802.41 
WTV WisdomTree U.S. Value Fund
-0.49%
-$115,194.17 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.48%
-$9,077.2 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.44%
-$33,818.78 
OMC Omnicom Group Inc.
-0.42%
-$7,607.5 
HYFI AB High Yield ETF
-0.36%
-$34,089.77 
HMOP Hartford Municipal Opportunities ETF
-0.21%
-$11,346.08 
LGOV First Trust Long Duration Opportunities ETF
-0.15%
-$11,061.45 
FENI Fidelity Enhanced International ETF
-0.09%
-$14,269.85 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$8,700.97 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.03%
-$2,917.51 Events
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Dividends
Dividend Analysis
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| Trades 498 | Longs Won 300/498 60% | Profit Factor 3.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $331,927.7 |
| Average Win $96,445.29 | Best Trade (Oct 15) $4.53M | Sharpe Ratio -9.92 |
| Average Loss -$43,886.75 | Worst Trade (Oct 16) -$1.74M | Z-Score -1.41 (84.48%) |
| Commissions $0 | Avg. Trade Length 6m 2w | Expectancy $40,650.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,184 | 3,766 | 3,347 | 2,929 | 2,510 | 2,092 | 1,674 | 1,255 | 837 | 418 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BVS Bioventus Inc. Class A | 194,313 | $1.42M | $2.6M | - | $1.17M | 82.25% | -3.222% |
| CARS Cars.com Inc. | 169,632 | $1.86M | $1.72M | - | -$133,161.12 | -7.18% | -0.733% |
| CHWY Chewy Inc. | 79,853 | $1.43M | $1.67M | - | $247,943.56 | 17.39% | -1.666% |
| CWB SPDR Bloomberg Convertible Securities ETF | 91,417 | $7.14M | $8.69M | - | $1.55M | 21.64% | -2.132% |
| DBD Diebold Nixdorf Inc. | 21,808 | $1.28M | $1.46M | - | $180,162.72 | 14.1% | +0.451% |
| DFIN Donnelley Financial Solutions Inc. | 42,965 | $1.7M | $2.21M | - | $512,572.45 | 30.13% | +0.311% |
| DTCR Global X Data Center & Digital Infrastructure ETF | 84,267 | $1.52M | $2.17M | - | $650,578.73 | 42.7% | -1.677% |
| EBC Eastern Bankshares, Inc. | 85,888 | $1.43M | $1.83M | - | $404,745.67 | 28.39% | +0.804% |
| EDIV SPDR S&P Emerging Markets Dividend ETF | 138,195 | $4.97M | $5.59M | - | $622,183.89 | 12.52% | -0.736% |
| EMCB WisdomTree Emerging Markets Corporate Bond Fund | 65,617 | $4.28M | $4.22M | - | -$59,218.92 | -1.38% | +0.39% |
| ETN Eaton Corporation plc | 1,296 | $426,107.87 | $508,394.88 | - | $82,287.01 | 19.31% | -2.534% |
| FENI Fidelity Enhanced International ETF | 407,710 | $12.24M | $16.2M | - | $3.96M | 32.39% | -0.088% |
| FNY First Trust Mid Cap Growth Fund | 30,550 | $2.76M | $2.93M | - | $168,025 | 6.08% | -2.564% |
| FWD AB Disruptors ETF | 18,685 | $1.95M | $2.29M | - | $338,852.25 | 17.37% | -3.126% |
| HMOP Hartford Municipal Opportunities ETF | 141,826 | $5.52M | $5.31M | - | -$217,224.03 | -3.93% | -0.213% |
| HYFI AB High Yield ETF | 262,229 | $9.71M | $9.42M | - | -$288,578.94 | -2.97% | -0.361% |
| IAGG iShares International Aggregate Bond Fund | 248,599 | $12.44M | $12.25M | - | -$186,329.33 | -1.5% | -0.071% |
| JNJ Johnson & Johnson | 750 | $190,477.5 | $191,445 | - | $967.5 | 0.51% | +0.782% |
| JPM JPMorgan Chase & Co. | 1,862 | $447,458.04 | $630,547.68 | - | $183,089.64 | 40.92% | +0.927% |
| JPRE JPMorgan Realty Income ETF | 158,021 | $7.53M | $7.96M | - | $431,145.68 | 5.73% | +0.389% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Anderson Financial Strategies LLC?
The largest contributions to the portfolio's profits come from the following stocks: American Century U.S. Quality Growth ETF - $1.53M, Virtus InfraCap U.S. Preferred Stock ETF - $1.23M, AB High Yield ETF - $955,914.75, Fidelity Enhanced International ETF - $891,423.52, and FlexShares Credit-Scored U.S. Bond Index Fund - $868,113.81. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares Russell Top 200 Growth ETF - $1.41M, AppLovin Corporation Class A Common Stock - $867,360.34, Invesco S&P SmallCap Value with Momentum ETF - $455,930.64, Commercial Vehicle Group, Inc - $237,722.37, and Pacer US Small Cap Cash Cows 100 ETF - $202,459.17. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Anderson Financial Strategies LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.37M earned over time. The largest contributors to dividend income include Virtus InfraCap U.S. Preferred Stock ETF - $1.24M, AB High Yield ETF - $954,514.16, FlexShares Credit-Scored U.S. Bond Index Fund - $858,104.02, Fidelity Enhanced International ETF - $715,554.12, and WisdomTree U.S. Value Fund - $687,812.01. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anderson Financial Strategies LLC's monthly returns?
Anderson Financial Strategies LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Anderson Financial Strategies LLC's strategy be considered aggressive or moderate?
Anderson Financial Strategies LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Anderson Financial Strategies LLC's strategy?
Anderson Financial Strategies LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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