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 | |
|---|---|---|---|---|---|---|
76
McDonald's
MCD
$196B
| $948K | 0.29% |
3,050
-19
|
|
||
77
Goldman Sachs
GS
$276B
| $920K | 0.28% |
1,088
+843
|
|
||
78
Cboe Global Markets
CBOE
$36.5B
| $887K | 0.27% |
3,156
+5
|
|
||
79
Veeva Systems
VEEV
$27.1B
| $869K | 0.26% |
4,945
-16
|
|
||
80
US Bancorp
USB
$86.2B
| $850K | 0.26% |
16,350
+350
|
|
||
81
Cemex
CX
$19B
| $848K | 0.26% |
74,109
-216
|
|
||
82
Blackstone
BX
$152B
| $840K | 0.25% |
7,301
-759
|
|
||
83
PACCAR
PCAR
$60.2B
| $838K | 0.25% |
7,257
+71
|
|
||
84
Coca-Cola
KO
$337B
| $824K | 0.25% |
10,835
+451
|
|
||
85
Caterpillar
CAT
$413B
| $821K | 0.25% |
1,159
+83
|
|
||
86
NetApp
NTAP
$23.3B
| $820K | 0.25% |
8,011
-140
|
|
||
87
Parker-Hannifin
PH
$111B
| $808K | 0.25% |
902
-56
|
|
||
88
DexCom
DXCM
$23.4B
| $804K | 0.24% |
12,810
-1,386
|
|
||
89
Advanced Micro Devices
AMD
$742B
| $781K | 0.24% |
3,838
+150
|
|
||
90
EOG Resources
EOG
$69.3B
| $770K | 0.23% |
5,327
+197
|
|
||
91
United Parcel Service
UPS
$85.7B
| $763K | 0.23% |
7,756
+27
|
|
||
92
PepsiCo
PEP
$211B
| $751K | 0.23% |
4,836
+98
|
|
||
93
Capital One
COF
$118B
| $747K | 0.23% |
4,096
+188
|
|
||
94
iShares Russell 2000 ETF
IWM
$78.5B
| $737K | 0.22% |
2,970
-65
|
|
||
95
Verizon
VZ
$197B
| $731K | 0.22% |
14,563
+952
|
|
||
96
Palantir
PLTR
$330B
| $716K | 0.22% |
4,894
+567
|
|
||
97
Intuit
INTU
$110B
| $714K | 0.22% |
1,652
-416
|
|
||
98
Comcast
CMCSA
$90.7B
| $691K | 0.21% |
24,081
+1,100
|
|
||
99
IBM
IBM
$216B
| $684K | 0.21% |
2,820
+87
|
|
||
100
KLA
KLAC
$244B
| $682K | 0.21% |
463
+26
|
|