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
AZN icon
126
AstraZeneca
AZN
$299B
$521K 0.16%
+5,665
SAP icon
127
SAP
SAP
$237B
$520K 0.16%
+2,140
ISRG icon
128
Intuitive Surgical
ISRG
$173B
$517K 0.16%
+913
ALL icon
129
Allstate
ALL
$54B
$510K 0.16%
+2,448
TJX icon
130
TJX Companies
TJX
$173B
$508K 0.16%
+3,307
AMP icon
131
Ameriprise Financial
AMP
$49.6B
$504K 0.15%
+1,028
T icon
132
AT&T
T
$191B
$504K 0.15%
+20,279
MCO icon
133
Moody's
MCO
$80.7B
$504K 0.15%
+986
TMO icon
134
Thermo Fisher Scientific
TMO
$204B
$495K 0.15%
+855
SCHW icon
135
Charles Schwab
SCHW
$187B
$493K 0.15%
+4,938
LRCX icon
136
Lam Research
LRCX
$288B
$480K 0.15%
+2,802
PNC icon
137
PNC Financial Services
PNC
$98B
$477K 0.15%
+2,286
APH icon
138
Amphenol
APH
$167B
$469K 0.14%
+3,473
NVS icon
139
Novartis
NVS
$298B
$466K 0.14%
+3,378
TNL icon
140
Travel + Leisure Co
TNL
$4.72B
$463K 0.14%
+6,559
ADSK icon
141
Autodesk
ADSK
$51B
$460K 0.14%
+1,554
ORLY icon
142
O'Reilly Automotive
ORLY
$79.3B
$458K 0.14%
+5,025
ACN icon
143
Accenture
ACN
$148B
$453K 0.14%
+1,689
WY icon
144
Weyerhaeuser
WY
$19.2B
$452K 0.14%
+19,094
RIO icon
145
Rio Tinto
RIO
$186B
$443K 0.14%
+5,541
ATO icon
146
Atmos Energy
ATO
$28.4B
$440K 0.13%
+2,624
RJF icon
147
Raymond James Financial
RJF
$33.9B
$440K 0.13%
+2,738
AXP icon
148
American Express
AXP
$246B
$439K 0.13%
+1,186
PM icon
149
Philip Morris
PM
$285B
$438K 0.13%
+2,731
HSBC icon
150
HSBC
HSBC
$307B
$437K 0.13%
+5,558