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
TRNO icon
476
Terreno Realty
TRNO
$6.83B
$1.13K ﹤0.01%
+19
OSEA icon
477
Harbor International Compounders ETF
OSEA
$503M
$1.09K ﹤0.01%
+36
MKTX icon
478
MarketAxess Holdings
MKTX
$6.74B
$1.09K ﹤0.01%
+6
RDNT icon
479
RadNet
RDNT
$5.42B
$1.07K ﹤0.01%
+15
SMP icon
480
Standard Motor Products
SMP
$982M
$1.07K ﹤0.01%
+29
PRK icon
481
Park National Corp
PRK
$3.16B
$1.06K ﹤0.01%
+7
SITM icon
482
SiTime
SITM
$10.7B
$1.06K ﹤0.01%
+3
SNA icon
483
Snap-on
SNA
$20B
$1.05K ﹤0.01%
+3
JBTM
484
JBT Marel
JBTM
$8.57B
$1.05K ﹤0.01%
+7
PTGX icon
485
Protagonist Therapeutics
PTGX
$5.17B
$1.05K ﹤0.01%
+12
KMX icon
486
CarMax
KMX
$6.31B
$1.04K ﹤0.01%
+27
IBP icon
487
Installed Building Products
IBP
$8.78B
$1.04K ﹤0.01%
+4
SMTC icon
488
Semtech
SMTC
$8.03B
$1.03K ﹤0.01%
+14
DOGG icon
489
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$58.6M
$1.02K ﹤0.01%
+49
GKOS icon
490
Glaukos
GKOS
$6.91B
$1.02K ﹤0.01%
+9
BTU icon
491
Peabody Energy
BTU
$4.08B
$1.01K ﹤0.01%
+34
MGY icon
492
Magnolia Oil & Gas
MGY
$4.9B
$1.01K ﹤0.01%
+46
EAT icon
493
Brinker International
EAT
$6.38B
$1K ﹤0.01%
+7
KRYS icon
494
Krystal Biotech
KRYS
$7.59B
$986 ﹤0.01%
+4
FTDR icon
495
Frontdoor
FTDR
$4.06B
$981 ﹤0.01%
+17
CWST icon
496
Casella Waste Systems
CWST
$6.06B
$979 ﹤0.01%
+10
MMSI icon
497
Merit Medical Systems
MMSI
$4.87B
$970 ﹤0.01%
+11
BTC
498
Grayscale Bitcoin Mini Trust ETF
BTC
$2.96B
$968 ﹤0.01%
+25
MAC icon
499
Macerich
MAC
$5.2B
$960 ﹤0.01%
+52
RHP icon
500
Ryman Hospitality Properties
RHP
$6.61B
$958 ﹤0.01%
+10