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Anchyra Partners Portfolio holdings

AUM $330M
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
$330M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.24M
3
+$982K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$936K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$765K

Top Sells

1
+$656K
2
+$453K
3
+$432K
4
ABT icon
Abbott
ABT
+$335K
5
ADBE icon
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
LLYVK icon
151
Liberty Live Group Series C
LLYVK
$9.04B
$435K 0.13%
4,625
+3
ISRG icon
152
Intuitive Surgical
ISRG
$142B
$433K 0.13%
940
+27
DUK icon
153
Duke Energy
DUK
$97.5B
$432K 0.13%
3,297
+86
EPD icon
154
Enterprise Products Partners
EPD
$79.5B
$431K 0.13%
11,400
MLM icon
155
Martin Marietta Materials
MLM
$36.8B
$430K 0.13%
730
+56
ATO icon
156
Atmos Energy
ATO
$28.7B
$429K 0.13%
2,323
-301
GD icon
157
General Dynamics
GD
$94.3B
$424K 0.13%
1,236
+70
APH icon
158
Amphenol
APH
$198B
$422K 0.13%
3,342
-131
BMY icon
159
Bristol-Myers Squibb
BMY
$113B
$420K 0.13%
6,929
+471
SAN icon
160
Banco Santander
SAN
$195B
$419K 0.13%
37,158
+1,975
IQV icon
161
IQVIA
IQV
$28.6B
$417K 0.13%
2,446
-212
QCOM icon
162
Qualcomm
QCOM
$215B
$412K 0.13%
3,198
-816
WDAY icon
163
Workday
WDAY
$28.5B
$411K 0.12%
3,166
-232
HON icon
164
Honeywell
HON
$142B
$411K 0.12%
1,818
+70
CRM icon
165
Salesforce
CRM
$126B
$410K 0.12%
2,198
+223
SWK icon
166
Stanley Black & Decker
SWK
$13.3B
$406K 0.12%
5,718
+192
BBVA icon
167
Banco Bilbao Vizcaya Argentaria
BBVA
$137B
$397K 0.12%
18,348
+196
RJF icon
168
Raymond James Financial
RJF
$30.4B
$397K 0.12%
2,740
+2
KEYS icon
169
Keysight
KEYS
$60.9B
$396K 0.12%
1,404
+50
SAP icon
170
SAP
SAP
$179B
$392K 0.12%
2,287
+147
RDDT icon
171
Reddit
RDDT
$33.1B
$385K 0.12%
2,857
+281
TMO icon
172
Thermo Fisher Scientific
TMO
$172B
$383K 0.12%
779
-76
BOKF icon
173
BOK Financial
BOKF
$8.15B
$376K 0.11%
2,934
+19
MPC icon
174
Marathon Petroleum
MPC
$72B
$374K 0.11%
1,530
+28
UNH icon
175
UnitedHealth
UNH
$371B
$371K 0.11%
1,372
-456
5 6
7
8 9