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:
0.44%
Gain
Monthly
0.02%
Yearly
0.28%
Drawdown
14.46%
$185.5M
Equity
Holdings
$185.5M
Investment
$161.27M
$24.94M
Profit -$308,056.09
Realized
$715,703.24
Unrealized
$24.23M
Dividends
$7.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$308,056.09
Win %
72%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$950,842.13
Win %
72%
This Month
Compared to last month
Gain
-0.85%
Profit
-$1.59M
Win %
72%
This Year
Compared to last year
Gain
7.44%
Profit
$12.84M
Win %
78%
GT The Goodyear Tire & Rubber Company
+6.9%
+$110,143.15 
BVS Bioventus Inc. Class A
+3.22%
+$66,566.5 
EBC Eastern Bankshares, Inc.
+3.06%
+$56,211.6 
RNR Renaissancere Holdings Ltd.
+2.01%
+$32,723.1 
JPRE JPMorgan Realty Income ETF
+1.68%
+$140,834.49 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.23%
+$23,692.59 
WTV WisdomTree U.S. Value Fund
+0.96%
+$221,408 
USVM VictoryShares US Small Mid Cap Value Momentum ETF
+0.84%
+$76,263.36 
DBD Diebold Nixdorf Inc.
+0.57%
+$9,877.44 
LGOV First Trust Long Duration Opportunities ETF
+0.09%
+$6,750.88 
LYTS Lsi Industries Inc.
+0.06%
+$1,270.44 
LYV Live Nation Entertainment, Inc.
+0.04%
+$715.61 
HYFI AB High Yield ETF
+0.01%
+$1,218.28 
ETN Eaton Corporation plc
-4.48%
-$23,956.96 
FWD AB Disruptors ETF
-3.58%
-$102,900.7 
MTUM iShares MSCI USA Momentum Factor ETF
-3.38%
-$100,964.94 
APP AppLovin Corporation Class A Common Stock
-3.01%
-$51,488.52 
DTCR Global X Data Center & Digital Infrastructure ETF
-2.93%
-$81,355.61 
CWB SPDR Bloomberg Convertible Securities ETF
-1.91%
-$191,022.48 
FNY First Trust Mid Cap Growth Fund
-1.38%
-$46,095.9 
JPM JPMorgan Chase & Co.
-1.21%
-$7,829.71 
FENI Fidelity Enhanced International ETF
-0.98%
-$158,778.55 
XSMO Invesco S&P SmallCap Momentum ETF
-0.97%
-$71,463.71 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.78%
-$62,229.75 
QGRO American Century U.S. Quality Growth ETF
-0.6%
-$110,065.9 
VOO Vanguard S&P 500 ETF
-0.57%
-$1,643.2 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.39%
-$21,846.17 
IAGG iShares International Aggregate Bond Fund
-0.13%
-$15,729.55 
HMOP Hartford Municipal Opportunities ETF
-0.1%
-$5,199.52 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
-0.02%
-$910.2 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.02%
-$2,250.2 
GTLS Chart Industries Inc.
-0.01%
-$75.34 Events
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Dividends
Dividend Analysis
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| Trades 464 | Longs Won 173/464 37% | Profit Factor 6.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $354,122.62 |
| Average Win $169,690.42 | Best Trade (Jul 16) $4.49M | Sharpe Ratio -10.19 |
| Average Loss -$15,169.28 | Worst Trade (Jun 29) -$1.44M | Z-Score -8 (100%) |
| Commissions $0 | Avg. Trade Length 5m 4w 1d | Expectancy $53,754.7 |
| 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 | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
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Returns
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