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
ENPH icon
576
Enphase Energy
ENPH
$6.09B
$641 ﹤0.01%
+20
POWL icon
577
Powell Industries
POWL
$6.64B
$638 ﹤0.01%
+2
HASI icon
578
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.78B
$637 ﹤0.01%
+20
OILK icon
579
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$84.8M
$634 ﹤0.01%
+17
AEO icon
580
American Eagle Outfitters
AEO
$4.28B
$633 ﹤0.01%
+24
FCPT icon
581
Four Corners Property Trust
FCPT
$2.77B
$633 ﹤0.01%
+27
AZTA icon
582
Azenta
AZTA
$1.35B
$632 ﹤0.01%
+19
ENVA icon
583
Enova International
ENVA
$3.59B
$629 ﹤0.01%
+4
ITGR icon
584
Integer Holdings
ITGR
$2.97B
$627 ﹤0.01%
+8
OUT icon
585
Outfront Media
OUT
$4.37B
$627 ﹤0.01%
+26
CORT icon
586
Corcept Therapeutics
CORT
$3.66B
$626 ﹤0.01%
+18
VIAV icon
587
Viavi Solutions
VIAV
$6.37B
$624 ﹤0.01%
+35
PRIM icon
588
Primoris Services
PRIM
$9.15B
$621 ﹤0.01%
+5
CNR
589
Core Natural Resources Inc
CNR
$4.48B
$620 ﹤0.01%
+7
MATX icon
590
Matsons
MATX
$5.23B
$618 ﹤0.01%
+5
CSGS icon
591
CSG Systems International
CSGS
$2.27B
$616 ﹤0.01%
+8
FORM icon
592
FormFactor
FORM
$7.33B
$614 ﹤0.01%
+11
APAM icon
593
Artisan Partners
APAM
$2.93B
$611 ﹤0.01%
+15
AAMI
594
Acadian Asset Management
AAMI
$1.9B
$611 ﹤0.01%
+13
BL icon
595
BlackLine
BL
$2.15B
$608 ﹤0.01%
+11
OII icon
596
Oceaneering
OII
$3.47B
$601 ﹤0.01%
+25
SKT icon
597
Tanger
SKT
$4.07B
$601 ﹤0.01%
+18
BTSG icon
598
BrightSpring Health Services
BTSG
$7.41B
$599 ﹤0.01%
+16
BOX icon
599
Box
BOX
$3.28B
$598 ﹤0.01%
+20
TPH icon
600
Tri Pointe Homes
TPH
$3.91B
$598 ﹤0.01%
+19