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 | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.61T
| $2.3M | 0.7% |
6,179
+57
|
|
||
27
Netflix
NFLX
$368B
| $2.24M | 0.68% |
23,339
+344
|
|
||
28
Cisco
CSCO
$381B
| $2.23M | 0.68% |
28,768
+1,939
|
|
||
29
Eli Lilly
LLY
$846B
| $2.11M | 0.64% |
2,297
+54
|
|
||
30
iShares MSCI EAFE ETF
EFA
$76.7B
| $1.96M | 0.6% |
20,204
+5,601
|
|
||
31
RTX Corp
RTX
$237B
| $1.88M | 0.57% |
9,754
+145
|
|
||
32
Procter & Gamble
PG
$341B
| $1.88M | 0.57% |
12,993
-95
|
|
||
33
Marvell Technology
MRVL
$149B
| $1.82M | 0.55% |
18,354
+53
|
|
||
34
Deere & Co
DE
$155B
| $1.8M | 0.55% |
3,191
+17
|
|
||
35
Oracle
ORCL
$564B
| $1.75M | 0.53% |
11,912
+683
|
|
||
36
Cadence Design Systems
CDNS
$100B
| $1.68M | 0.51% |
6,036
+16
|
|
||
37
GE Aerospace
GE
$310B
| $1.68M | 0.51% |
5,903
+238
|
|
||
38
Eaton
ETN
$156B
| $1.67M | 0.51% |
4,675
+68
|
|
||
39
Palo Alto Networks
PANW
$169B
| $1.66M | 0.5% |
10,329
+35
|
|
||
40
Chevron
CVX
$362B
| $1.56M | 0.47% |
7,548
+1,146
|
|
||
41
Alphabet (Google) Class C
GOOG
$4.81T
| $1.56M | 0.47% |
5,435
+1,404
|
|
||
42
Johnson & Johnson
JNJ
$533B
| $1.55M | 0.47% |
6,358
+351
|
|
||
43
Invesco S&P 500 Equal Weight ETF
RSP
$88B
| $1.53M | 0.46% |
7,972
+1,000
|
|
||
44
Visa
V
$606B
| $1.53M | 0.46% |
5,050
-6
|
|
||
45
CME Group
CME
$102B
| $1.49M | 0.45% |
5,053
+73
|
|
||
46
Garmin
GRMN
$46.3B
| $1.49M | 0.45% |
6,421
+189
|
|
||
47
GE Vernova
GEV
$280B
| $1.44M | 0.44% |
1,651
-125
|
|
||
48
iShares Core US Aggregate Bond ETF
AGG
$136B
| $1.42M | 0.43% |
14,334
+1,697
|
|
||
49
Home Depot
HD
$316B
| $1.42M | 0.43% |
4,324
-292
|
|
||
50
Vanguard Small-Cap ETF
VB
$77.9B
| $1.4M | 0.43% |
5,361
+500
|
|