AW

Ankerstar Wealth Portfolio holdings

AUM $100M
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
$100M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$9.01M
3 +$6.08M
4
AAPL icon
Apple
AAPL
+$5.63M
5
AMZN icon
Amazon
AMZN
+$5.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.06%
2 Communication Services 8.67%
3 Consumer Discretionary 7.13%
4 Financials 3.11%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AX icon
426
Axos Financial
AX
$5.52B
$1.72K ﹤0.01%
+20
MOG.A icon
427
Moog Inc Class A
MOG.A
$10.9B
$1.71K ﹤0.01%
+7
WMB icon
428
Williams Companies
WMB
$89.2B
$1.68K ﹤0.01%
+28
FMC icon
429
FMC
FMC
$1.83B
$1.65K ﹤0.01%
+119
TMUS icon
430
T-Mobile US
TMUS
$237B
$1.62K ﹤0.01%
+8
FULT icon
431
Fulton Financial
FULT
$4.03B
$1.62K ﹤0.01%
+83
IDCC icon
432
InterDigital
IDCC
$9.21B
$1.59K ﹤0.01%
+5
VSCO icon
433
Victoria's Secret
VSCO
$5.17B
$1.57K ﹤0.01%
+29
AL icon
434
Air Lease Corp
AL
$7.27B
$1.55K ﹤0.01%
+24
FLY
435
Firefly Aerospace
FLY
$3.18B
$1.54K ﹤0.01%
+69
VPL icon
436
Vanguard FTSE Pacific ETF
VPL
$9.63B
$1.54K ﹤0.01%
+17
SNOW icon
437
Snowflake
SNOW
$59B
$1.54K ﹤0.01%
+7
DMLP icon
438
Dorchester Minerals
DMLP
$1.22B
$1.5K ﹤0.01%
+67
TFC icon
439
Truist Financial
TFC
$66.1B
$1.48K ﹤0.01%
+30
ARWR icon
440
Arrowhead Research
ARWR
$8.9B
$1.46K ﹤0.01%
+22
MTCH icon
441
Match Group
MTCH
$7.51B
$1.45K ﹤0.01%
+45
TCMD icon
442
Tactile Systems Technology
TCMD
$641M
$1.45K ﹤0.01%
+50
CWK icon
443
Cushman & Wakefield Ltd
CWK
$3.09B
$1.44K ﹤0.01%
+89
ADM icon
444
Archer Daniels Midland
ADM
$32.6B
$1.44K ﹤0.01%
+25
CTRE icon
445
CareTrust REIT
CTRE
$8.93B
$1.42K ﹤0.01%
+39
EMN icon
446
Eastman Chemical
EMN
$9.03B
$1.42K ﹤0.01%
+22
SMR icon
447
NuScale Power
SMR
$3.8B
$1.42K ﹤0.01%
+100
BOOT icon
448
Boot Barn
BOOT
$6.08B
$1.41K ﹤0.01%
+8
HCC icon
449
Warrior Met Coal
HCC
$4.47B
$1.41K ﹤0.01%
+16
WTRG icon
450
Essential Utilities
WTRG
$10.9B
$1.38K ﹤0.01%
+36