AP
Anchyra Partners Portfolio holdings
AUM
$330M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$330M
AUM Growth
+$3.48M
(+1.1%)
Holding
287
Top Buys
| 1 | +$3.93M | |
| 2 | +$2.24M | |
| 3 | +$982K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$936K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$765K |
Top Sells
| 1 | +$656K | |
| 2 | +$453K | |
| 3 | +$432K | |
| 4 |
Abbott
ABT
|
+$335K |
| 5 |
Adobe
ADBE
|
+$288K |
Sector Composition
| 1 | Technology | 28.86% |
| 2 | Financials | 22.09% |
| 3 | Industrials | 7.85% |
| 4 | Communication Services | 7.56% |
| 5 | Consumer Discretionary | 6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Accenture
ACN
$111B
| – | – |
-1,689
|
|
||
|
277
Adobe
ADBE
$102B
| – | – |
-822
|
|
||
278
Automatic Data Processing
ADP
$85.1B
| – | – |
-827
|
|
||
279
Conagra Brands
CAG
$6.76B
| – | – |
-10,257
|
|
||
280
CrowdStrike
CRWD
$134B
| – | – |
-501
|
|
||
|
CTRA
281
DELISTED
Coterra Energy
CTRA
| – | – |
-7,675
|
|
||
282
CVS Health
CVS
$116B
| – | – |
-2,678
|
|
||
283
Deutsche Bank
DB
$61.4B
| – | – |
-5,930
|
|
||
284
Walt Disney
DIS
$188B
| – | – |
-2,009
|
|
||
285
KKR & Co
KKR
$91.2B
| – | – |
-1,947
|
|
||
286
Pinterest
PINS
$11.9B
| – | – |
-8,074
|
|
||
287
Tigo Energy
TYGO
$324M
| – | – |
-10,000
|
|