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 3.12%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TRNO icon
476
Terreno Realty
TRNO
$6.66B
$1.13K ﹤0.01%
+19
OSEA icon
477
Harbor International Compounders ETF
OSEA
$474M
$1.09K ﹤0.01%
+36
MKTX icon
478
MarketAxess Holdings
MKTX
$6.23B
$1.09K ﹤0.01%
+6
RDNT icon
479
RadNet
RDNT
$4.27B
$1.07K ﹤0.01%
+15
SMP icon
480
Standard Motor Products
SMP
$782M
$1.07K ﹤0.01%
+29
PRK icon
481
Park National Corp
PRK
$3.01B
$1.06K ﹤0.01%
+7
SITM icon
482
SiTime
SITM
$9.57B
$1.06K ﹤0.01%
+3
SNA icon
483
Snap-on
SNA
$19.1B
$1.05K ﹤0.01%
+3
JBTM
484
JBT Marel
JBTM
$6.51B
$1.05K ﹤0.01%
+7
PTGX icon
485
Protagonist Therapeutics
PTGX
$6.62B
$1.05K ﹤0.01%
+12
KMX icon
486
CarMax
KMX
$6.14B
$1.04K ﹤0.01%
+27
IBP icon
487
Installed Building Products
IBP
$7.22B
$1.04K ﹤0.01%
+4
SMTC icon
488
Semtech
SMTC
$7.72B
$1.03K ﹤0.01%
+14
DOGG icon
489
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$60.5M
$1.02K ﹤0.01%
+49
GKOS icon
490
Glaukos
GKOS
$6.68B
$1.02K ﹤0.01%
+9
BTU icon
491
Peabody Energy
BTU
$3.89B
$1.01K ﹤0.01%
+34
MGY icon
492
Magnolia Oil & Gas
MGY
$5.77B
$1.01K ﹤0.01%
+46
EAT icon
493
Brinker International
EAT
$6.46B
$1K ﹤0.01%
+7
KRYS icon
494
Krystal Biotech
KRYS
$7.71B
$986 ﹤0.01%
+4
FTDR icon
495
Frontdoor
FTDR
$3.91B
$981 ﹤0.01%
+17
CWST icon
496
Casella Waste Systems
CWST
$5.45B
$979 ﹤0.01%
+10
MMSI icon
497
Merit Medical Systems
MMSI
$4.03B
$970 ﹤0.01%
+11
BTC
498
Grayscale Bitcoin Mini Trust ETF
BTC
$3.01B
$968 ﹤0.01%
+25
MAC icon
499
Macerich
MAC
$5.03B
$960 ﹤0.01%
+52
RHP icon
500
Ryman Hospitality Properties
RHP
$5.93B
$958 ﹤0.01%
+10