AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+2.88%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$244M
AUM Growth
–
Cap. Flow
+$244M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
21.91%
Holding
649
New
640
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$9.8M |
| 2 |
Visa
V
|
+$7.17M |
| 3 |
Exxon Mobil
XOM
|
+$5.95M |
| 4 |
AT&T
T
|
+$5.38M |
| 5 |
GE Aerospace
GE
|
+$5.12M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 14.8% |
| 2 | Financials | 12.84% |
| 3 | Industrials | 12.4% |
| 4 | Technology | 11.28% |
| 5 | Consumer Staples | 8.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Aptiv
APTV
$17.9B
| $18.9K | 0.01% |
+252
| New | +$18.9K |
|
427
Toronto Dominion Bank
TD
$128B
| $18.9K | 0.01% |
+438
| New | +$18.9K |
|
|
PMX
428
DELISTED
PIMCO Municipal Income Fund III
PMX
| $18.8K | 0.01% |
+1,550
| New | +$18.8K |
|
429
Wynn Resorts
WYNN
$12.8B
| $18.7K | 0.01% |
+200
| New | +$18.7K |
|
430
Universal Electronics
UEIC
$64M
| $18.6K | 0.01% |
+300
| New | +$18.6K |
|
431
Kemper
KMPR
$3.35B
| $18.4K | 0.01% |
+623
| New | +$18.4K |
|
432
PetMed Express
PETS
$63M
| $17.9K | 0.01% |
+1,000
| New | +$17.9K |
|
|
NGD
433
New Gold Inc
NGD
$5.16B
| $17.9K | 0.01% |
+4,800
| New | +$17.9K |
|
434
Ares Capital
ARCC
$15.9B
| $17.8K | 0.01% |
+1,200
| New | +$17.8K |
|
|
PARAA
435
DELISTED
Paramount Global Class A
PARAA
| $17.5K | 0.01% |
+297
| New | +$17.5K |
|
436
iShares Russell 1000 ETF
IWB
$43.5B
| $17.1K | 0.01% |
+150
| New | +$17.1K |
|
|
PDS
437
Precision Drilling
PDS
$747M
| $17K | 0.01% |
+203
| New | +$17K |
|
438
Chemours
CC
$2.43B
| $17K | 0.01% |
+2,429
| New | +$17K |
|
439
Forward Air
FWRD
$916M
| $17K | 0.01% |
+375
| New | +$17K |
|
440
Valmont Industries
VMI
$7.49B
| $16.7K | 0.01% |
+135
| New | +$16.7K |
|
441
Steelcase
SCS
$1.98B
| $16.7K | 0.01% |
+1,120
| New | +$16.7K |
|
442
Tyson Foods
TSN
$19.9B
| $16.7K | 0.01% |
+250
| New | +$16.7K |
|
|
DX
443
Dynex Capital
DX
$1.68B
| $16.6K | 0.01% |
+833
| New | +$16.6K |
|
444
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $16.6K | 0.01% |
+575
| New | +$16.6K |
|
445
Vanguard FTSE Pacific ETF
VPL
$7.92B
| $16.6K | 0.01% |
+300
| New | +$16.6K |
|
446
ProShares Short S&P500
SH
$1.24B
| $16.3K | 0.01% |
+100
| New | +$16.3K |
|
447
Regions Financial
RF
$24.1B
| $16.2K | 0.01% |
+2,059
| New | +$16.2K |
|
448
United Natural Foods
UNFI
$1.74B
| $16.1K | 0.01% |
+400
| New | +$16.1K |
|
449
Masco
MAS
$15.9B
| $15.7K | 0.01% |
+500
| New | +$15.7K |
|
450
Transocean
RIG
$2.98B
| $15.6K | 0.01% |
+1,708
| New | +$15.6K |
|