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AW

Ankerstar Wealth Portfolio holdings

AUM $94.7M
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
$94.7M
AUM Growth
-$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$617K
3
+$616K
4
KOID
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
+$570K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$550K

Top Sells

1
+$1.98M
2
+$1.92M
3
+$526K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$424K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$402K

Sector Composition

1 Technology 10.71%
2 Communication Services 7.8%
3 Consumer Discretionary 7.22%
4 Financials 3.6%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADM icon
376
Archer Daniels Midland
ADM
$37B
$1.82K ﹤0.01%
25
DMLP icon
377
Dorchester Minerals
DMLP
$1.22B
$1.82K ﹤0.01%
67
DLTR icon
378
Dollar Tree
DLTR
$23.8B
$1.75K ﹤0.01%
16
GLD icon
379
SPDR Gold Trust
GLD
$134B
$1.72K ﹤0.01%
4
-5
AX icon
380
Axos Financial
AX
$5.73B
$1.7K ﹤0.01%
20
EMN icon
381
Eastman Chemical
EMN
$7.87B
$1.7K ﹤0.01%
22
SNEX icon
382
StoneX
SNEX
$9.69B
$1.69K ﹤0.01%
21
FULT icon
383
Fulton Financial
FULT
$4.61B
$1.69K ﹤0.01%
83
KHC icon
384
Kraft Heinz
KHC
$29.4B
$1.69K ﹤0.01%
75
HUMN
385
Roundhill Humanoid Robotics ETF
HUMN
$88M
$1.66K ﹤0.01%
59
VPL icon
386
Vanguard FTSE Pacific ETF
VPL
$8.53B
$1.66K ﹤0.01%
17
BITU icon
387
ProShares Ultra Bitcoin ETF
BITU
$365M
$1.65K ﹤0.01%
+142
QRVO icon
388
Qorvo
QRVO
$7.73B
$1.63K ﹤0.01%
21
Q
389
Qnity Electronics Inc
Q
$30.7B
$1.61K ﹤0.01%
14
ESI icon
390
Element Solutions
ESI
$10.6B
$1.6K ﹤0.01%
47
CMG icon
391
Chipotle Mexican Grill
CMG
$43.6B
$1.6K ﹤0.01%
50
-850
AL
392
DELISTED
Air Lease Corp
AL
$1.56K ﹤0.01%
24
CRWD icon
393
CrowdStrike
CRWD
$203B
$1.56K ﹤0.01%
16
-112
LKQ icon
394
LKQ Corp
LKQ
$6.76B
$1.53K ﹤0.01%
52
+12
DOW icon
395
Dow Inc
DOW
$19.7B
$1.5K ﹤0.01%
36
HCC icon
396
Warrior Met Coal
HCC
$4.29B
$1.49K ﹤0.01%
16
FBNC icon
397
First Bancorp
FBNC
$2.63B
$1.47K ﹤0.01%
26
RBLX icon
398
Roblox
RBLX
$40.8B
$1.47K ﹤0.01%
26
-21
PAYC icon
399
Paycom
PAYC
$6.49B
$1.46K ﹤0.01%
+12
MGY icon
400
Magnolia Oil & Gas
MGY
$4.66B
$1.45K ﹤0.01%
46
14 15
16
17 18