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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
SCSC icon
676
Scansource
SCSC
$1.03B
$399 ﹤0.01%
11
ACHC icon
677
Acadia Healthcare
ACHC
$2.93B
$398 ﹤0.01%
17
-1
ARLO icon
678
Arlo Technologies
ARLO
$1.43B
$398 ﹤0.01%
28
CC icon
679
Chemours
CC
$2.86B
$397 ﹤0.01%
18
+4
HUBG icon
680
HUB Group
HUBG
$2.75B
$396 ﹤0.01%
11
INVA icon
681
Innoviva
INVA
$1.61B
$396 ﹤0.01%
17
+8
ADAM
682
Adamas Trust
ADAM
$821M
$395 ﹤0.01%
52
VCTR icon
683
Victory Capital Holdings
VCTR
$5.68B
$393 ﹤0.01%
6
+3
FUN icon
684
Cedar Fair
FUN
$2B
$391 ﹤0.01%
22
+7
NWL icon
685
Newell Brands
NWL
$2.37B
$388 ﹤0.01%
113
+27
UFPT icon
686
UFP Technologies
UFPT
$2.1B
$387 ﹤0.01%
2
+1
GTM
687
ZoomInfo Technologies
GTM
$864M
$383 ﹤0.01%
+64
CPK icon
688
Chesapeake Utilities
CPK
$3B
$381 ﹤0.01%
3
NEOG icon
689
Neogen
NEOG
$2.03B
$381 ﹤0.01%
41
NTCT icon
690
NETSCOUT
NTCT
$3.01B
$381 ﹤0.01%
12
ABNB icon
691
Airbnb
ABNB
$87.6B
$379 ﹤0.01%
3
-35
CXW icon
692
CoreCivic
CXW
$3.01B
$378 ﹤0.01%
20
+13
JOE icon
693
St. Joe Company
JOE
$3.52B
$377 ﹤0.01%
6
+2
GOLF icon
694
Acushnet Holdings
GOLF
$6.88B
$374 ﹤0.01%
4
RRR icon
695
Red Rock Resorts
RRR
$3.8B
$374 ﹤0.01%
7
ACLS icon
696
Axcelis
ACLS
$4.3B
$372 ﹤0.01%
4
SOUN icon
697
SoundHound AI
SOUN
$3.01B
$371 ﹤0.01%
54
-1,361
FELE icon
698
Franklin Electric
FELE
$4.66B
$369 ﹤0.01%
4
HAFC icon
699
Hanmi Financial
HAFC
$967M
$369 ﹤0.01%
14
STC icon
700
Stewart Information Services
STC
$2.07B
$369 ﹤0.01%
6
+2
26 27
28
29 30