Sign In
test

Samira Kadam

Anderson Financial Strategies, Llc

Assets Managed
$181.924M
Holdings
32
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
5.61%(2Q avg: 3.82%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Anderson Financial Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Anderson Financial Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 181.924M in assets, with a quarterly growth rate of 5.61% and a 2-quarter average growth rate of 3.82%. The portfolio is managed by Samira Kadam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
WTV
Wisdomtree U.s. Value Fund
Recent Activity
Decreased -0.49%
12.05%
$21.915M
221,408 shares@ $98.98 avg price
QGRO
American Century Us Quality
Recent Activity
Increased 9.59%
9.75%
$17.722M
157,237 shares@ $112.71 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Decreased -3.36%
8.65%
$15.729M
401,971 shares@ $39.13 avg price
IAGG
Ishares Intl Aggregate Bond
Recent Activity
Increased 6.84%
6.64%
$12.068M
241,993 shares@ $49.88 avg price
SKOR
Flexshares Credit-scored Us
Recent Activity
Increased 3.34%
6%
$10.907M
225,020 shares@ $48.47 avg price
CWB
Spdr Bloomberg Convertible S
Recent Activity
Decreased -3.46%
5.51%
$10.024M
96,476 shares@ $103.9 avg price
HYFI
Ab High Yield Etf
Recent Activity
Increased 3.71%
5%
$9.096M
243,655 shares@ $37.33 avg price
USVM
Victoryshares Us Small Mid C
Recent Activity
Decreased -3.07%
4.76%
$8.647M
83,430 shares@ $103.65 avg price
PFFA
Virtus Infracap Us Pref Stck
Recent Activity
Increased 7.17%
4.49%
$8.162M
377,150 shares@ $21.64 avg price
JPRE
Jpmorgan Realty Income Etf
Recent Activity
Increased 1.41%
4.49%
$8.153M
158,241 shares@ $51.52 avg price

1-10 of 32