AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
376
iShares Russell 2000 ETF
IWM
$70.8B
$194K 0.02%
900
+157
ALLY icon
377
Ally Financial
ALLY
$12.3B
$193K 0.02%
4,945
+3
CCK icon
378
Crown Holdings
CCK
$11.1B
$192K 0.02%
1,865
SAN icon
379
Banco Santander
SAN
$153B
$191K 0.02%
23,000
GEHC icon
380
GE HealthCare
GEHC
$35.3B
$187K 0.02%
2,530
MOO icon
381
VanEck Agribusiness ETF
MOO
$605M
$187K 0.02%
2,544
EXPE icon
382
Expedia Group
EXPE
$27.2B
$187K 0.02%
1,107
-90
USMV icon
383
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$186K 0.02%
1,983
XAR icon
384
SPDR S&P Aerospace & Defense ETF
XAR
$5.09B
$186K 0.02%
880
TMHC icon
385
Taylor Morrison
TMHC
$5.77B
$184K 0.02%
3,000
DLTR icon
386
Dollar Tree
DLTR
$20.7B
$182K 0.02%
1,834
YUM icon
387
Yum! Brands
YUM
$38.6B
$179K 0.02%
1,209
-120
SCHG icon
388
Schwab US Large-Cap Growth ETF
SCHG
$54.6B
$178K 0.02%
6,096
-400
PNR icon
389
Pentair
PNR
$17.6B
$177K 0.02%
1,724
-50
GPC icon
390
Genuine Parts
GPC
$18B
$174K 0.02%
1,438
+4
IDV icon
391
iShares International Select Dividend ETF
IDV
$6.05B
$174K 0.02%
5,038
-402
FSS icon
392
Federal Signal
FSS
$7.89B
$174K 0.02%
1,632
XYL icon
393
Xylem
XYL
$37.2B
$173K 0.02%
1,337
PRU icon
394
Prudential Financial
PRU
$35.6B
$173K 0.02%
1,608
IWS icon
395
iShares Russell Mid-Cap Value ETF
IWS
$14B
$172K 0.02%
1,305
ETX
396
Eaton Vance Municipal Income 2028 Term Trust
ETX
$209M
$169K 0.01%
9,400
TGTX icon
397
TG Therapeutics
TGTX
$5.36B
$169K 0.01%
4,700
VNT icon
398
Vontier
VNT
$6.27B
$169K 0.01%
4,583
CLS icon
399
Celestica
CLS
$38.9B
$168K 0.01%
1,075
-75
DEO icon
400
Diageo
DEO
$51B
$164K 0.01%
1,625
+200
14 15
16
17 18