Long-term investor
Anderson Financial Strategies, LLC @andersonfinancialstrateg
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002018166).
Record
- Tracked since 2025-06-30 (441 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days +3.1% · 6 months n/a · 1 year +15.0% · all +15.0%
- Max drawdown n/a · win rate 50% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WTV · 12.6% · long · since 2025-06-30
- PWB · 9.0% · long · since 2026-06-30
- FENI · 8.8% · long · since 2025-06-30
- IAGG · 6.4% · long · since 2025-06-30
- SKOR · 6.1% · long · since 2025-06-30
- HYFI · 5.1% · long · since 2025-06-30
- CWB · 4.9% · long · since 2025-06-30
- USVM · 4.7% · long · since 2025-06-30
- JPRE · 4.4% · long · since 2025-06-30
- PFFA · 4.4% · long · since 2025-06-30
- LGOV · 4.0% · long · since 2025-06-30
- XSMO · 3.5% · long · since 2025-06-30