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Home > Institutional Investor > Anderson Financial Strategies, Llc > Profile

Instuitional Investor - Anderson Financial Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Anderson Financial Strategies, Llc
Portfolio Value $192,400,132
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Watford Holdings Ltd.
 WTREP 223,678 $24,192,964 12.57%
2.
Invesco Exchange Traded Fd T - LARG CAP GRO ETF
 111,298 $17,355,810 9.02%
3.
Fidelity Covington Trust
 407,710 $16,940,351 8.8%
4.
Ishares Tr
 248,599 $12,390,174 6.44%
5.
Flexshares Trust
 GUNR 245,169 $11,786,478 6.13%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.