AP

Anchyra Partners Portfolio holdings

AUM $326M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1 +$48M
2 +$23.9M
3 +$16M
4
MSFT icon
Microsoft
MSFT
+$14.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.96%
2 Financials 24.54%
3 Industrials 7.16%
4 Communication Services 7.06%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GOOG icon
51
Alphabet (Google) Class C
GOOG
$3.91T
$1.26M 0.39%
+4,031
GRMN icon
52
Garmin
GRMN
$38.9B
$1.26M 0.39%
+6,232
AGG icon
53
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.26M 0.39%
+12,637
VB icon
54
Vanguard Small-Cap ETF
VB
$74.2B
$1.25M 0.38%
+4,861
JNJ icon
55
Johnson & Johnson
JNJ
$578B
$1.24M 0.38%
+6,007
WFC icon
56
Wells Fargo
WFC
$291B
$1.24M 0.38%
+13,333
BX icon
57
Blackstone
BX
$102B
$1.24M 0.38%
+8,060
DAL icon
58
Delta Air Lines
DAL
$49.2B
$1.2M 0.37%
+17,324
GEV icon
59
GE Vernova
GEV
$210B
$1.16M 0.36%
+1,776
ABBV icon
60
AbbVie
ABBV
$395B
$1.16M 0.35%
+5,056
TWLO icon
61
Twilio
TWLO
$17.4B
$1.13M 0.35%
+7,916
VEEV icon
62
Veeva Systems
VEEV
$30.2B
$1.11M 0.34%
+4,961
WM icon
63
Waste Management
WM
$91.4B
$1.07M 0.33%
+4,850
QQQ icon
64
Invesco QQQ Trust
QQQ
$401B
$1.07M 0.33%
+1,734
BAC icon
65
Bank of America
BAC
$408B
$1.06M 0.33%
+19,306
CVX icon
66
Chevron
CVX
$358B
$976K 0.3%
+6,402
VTV icon
67
Vanguard Value ETF
VTV
$170B
$967K 0.3%
+5,062
MCK icon
68
McKesson
MCK
$116B
$953K 0.29%
+1,162
UTHR icon
69
United Therapeutics
UTHR
$20.9B
$949K 0.29%
+1,947
COF icon
70
Capital One
COF
$139B
$947K 0.29%
+3,908
DXCM icon
71
DexCom
DXCM
$27.3B
$942K 0.29%
+14,196
MCD icon
72
McDonald's
MCD
$233B
$938K 0.29%
+3,069
AMGN icon
73
Amgen
AMGN
$207B
$936K 0.29%
+2,859
MRK icon
74
Merck
MRK
$303B
$927K 0.28%
+8,807
NTAP icon
75
NetApp
NTAP
$20.5B
$873K 0.27%
+8,151