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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$1.36M
3
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1
+$21.1M
2
+$6.19M
3
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
301
D.R. Horton
DHI
$43B
$348K 0.03%
2,533
XLE icon
302
State Street Energy Select Sector SPDR ETF
XLE
$39.4B
$346K 0.03%
5,640
-132
BATRA icon
303
Atlanta Braves Holdings Series A
BATRA
$3.57B
$344K 0.03%
7,290
FAST icon
304
Fastenal
FAST
$53.5B
$343K 0.03%
7,400
+1
CMG icon
305
Chipotle Mexican Grill
CMG
$39.9B
$340K 0.03%
10,636
+34
DOC icon
306
Healthpeak Properties
DOC
$14.2B
$338K 0.03%
20,543
+5,740
AVUV icon
307
Avantis US Small Cap Value ETF
AVUV
$28.2B
$336K 0.03%
3,045
IYW icon
308
iShares US Technology ETF
IYW
$24.1B
$335K 0.03%
1,849
-29
VWO icon
309
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$331K 0.03%
6,125
+135
CLS icon
310
Celestica
CLS
$44.3B
$331K 0.03%
1,175
+100
IVV icon
311
iShares Core S&P 500 ETF
IVV
$833B
$328K 0.03%
503
+1
BSV icon
312
Vanguard Short-Term Bond ETF
BSV
$45.1B
$322K 0.03%
4,110
-118
OHI icon
313
Omega Healthcare
OHI
$13.7B
$320K 0.03%
7,296
+1,349
IBP icon
314
Installed Building Products
IBP
$5.43B
$318K 0.03%
1,200
+200
MGK icon
315
Vanguard Mega Cap Growth ETF
MGK
$33B
$316K 0.03%
4,300
-40
GNRC icon
316
Generac Holdings
GNRC
$15.2B
$311K 0.03%
1,590
-35
RSPG icon
317
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$582M
$306K 0.03%
2,794
-299
NIM icon
318
Nuveen Select Maturities Municipal Fund
NIM
$116M
$298K 0.02%
31,553
-2,500
IBB icon
319
iShares Biotechnology ETF
IBB
$7.91B
$298K 0.02%
1,764
-53
SONY icon
320
Sony
SONY
$124B
$296K 0.02%
14,315
-125
OKE icon
321
Oneok
OKE
$57B
$295K 0.02%
3,263
SYY icon
322
Sysco
SYY
$38.2B
$289K 0.02%
4,057
+1,225
REGL icon
323
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.71B
$285K 0.02%
3,303
IEFA icon
324
iShares Core MSCI EAFE ETF
IEFA
$185B
$285K 0.02%
3,152
-352
EBAY icon
325
eBay
EBAY
$48.6B
$285K 0.02%
3,131
-100
11 12
13
14 15