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
ATEN icon
751
A10 Networks
ATEN
$1.43B
$336 ﹤0.01%
+19
DXPE icon
752
DXP Enterprises
DXPE
$2.34B
$329 ﹤0.01%
+3
VICR icon
753
Vicor
VICR
$7.59B
$329 ﹤0.01%
+3
FTRE icon
754
Fortrea Holdings
FTRE
$1.02B
$328 ﹤0.01%
+19
PBI icon
755
Pitney Bowes
PBI
$1.69B
$328 ﹤0.01%
+31
FFBC icon
756
First Financial Bancorp
FFBC
$3.17B
$325 ﹤0.01%
+13
NTCT icon
757
NETSCOUT
NTCT
$2.14B
$325 ﹤0.01%
+12
KNTK icon
758
Kinetik
KNTK
$2.92B
$324 ﹤0.01%
+9
LMAT icon
759
LeMaitre Vascular
LMAT
$2.11B
$324 ﹤0.01%
+4
PRG icon
760
PROG Holdings
PRG
$1.6B
$324 ﹤0.01%
+11
HMN icon
761
Horace Mann Educators
HMN
$1.75B
$323 ﹤0.01%
+7
NVRI icon
762
Enviri
NVRI
$1.55B
$323 ﹤0.01%
+18
OTTR icon
763
Otter Tail
OTTR
$3.56B
$323 ﹤0.01%
+4
GEO icon
764
The GEO Group
GEO
$1.85B
$322 ﹤0.01%
+20
ACLS icon
765
Axcelis
ACLS
$2.46B
$321 ﹤0.01%
+4
NWL icon
766
Newell Brands
NWL
$2.05B
$320 ﹤0.01%
+86
SNDR icon
767
Schneider National
SNDR
$5.14B
$320 ﹤0.01%
+12
GOLF icon
768
Acushnet Holdings
GOLF
$5.99B
$319 ﹤0.01%
+4
RNST icon
769
Renasant Corp
RNST
$3.83B
$319 ﹤0.01%
+9
GES
770
DELISTED
Guess Inc
GES
$318 ﹤0.01%
+19
RXO icon
771
RXO
RXO
$2.59B
$316 ﹤0.01%
+25
GLNK
772
GRAYSCALE CHAINLINK TR
GLNK
$11.7M
$316 ﹤0.01%
+29
UCB
773
United Community Banks
UCB
$4.19B
$315 ﹤0.01%
+10
BOOM icon
774
DMC Global
BOOM
$176M
$314 ﹤0.01%
+47
QDEL icon
775
QuidelOrtho
QDEL
$1.53B
$314 ﹤0.01%
+11