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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.04M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1
+$20.2M
2
+$1.22M
3
+$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMC icon
426
Marsh & McLennan
MMC
$88.2B
$126K 0.01%
517
TDY icon
427
Teledyne Technologies
TDY
$24.2B
$126K 0.01%
253
EMN icon
428
Eastman Chemical
EMN
$7.01B
$125K 0.01%
1,420
-200
CBRE icon
429
CBRE Group
CBRE
$45.4B
$123K 0.01%
944
XLP icon
430
Consumers Staples Select Sector SPDR Fund
XLP
$15B
$122K 0.01%
1,494
IMKTA icon
431
Ingles Markets
IMKTA
$1.32B
$120K 0.01%
1,850
+850
XLV icon
432
Health Care Select Sector SPDR Fund
XLV
$35.5B
$120K 0.01%
823
J icon
433
Jacobs Solutions
J
$18.9B
$120K 0.01%
1,003
FSS icon
434
Federal Signal
FSS
$7.89B
$120K 0.01%
1,632
COF icon
435
Capital One
COF
$139B
$117K 0.01%
653
TAN icon
436
Invesco Solar ETF
TAN
$852M
$117K 0.01%
3,830
-200
LII icon
437
Lennox International
LII
$17.1B
$116K 0.01%
206
VTIP icon
438
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$114K 0.01%
2,289
VUSB icon
439
Vanguard Ultra-Short Bond ETF
VUSB
$5.68B
$114K 0.01%
2,281
+18
AKAM icon
440
Akamai
AKAM
$10.5B
$113K 0.01%
1,400
NFG icon
441
National Fuel Gas
NFG
$7.14B
$111K 0.01%
1,400
SBAC icon
442
SBA Communications
SBAC
$20.4B
$111K 0.01%
503
WRB icon
443
W.R. Berkley
WRB
$27.1B
$110K 0.01%
1,545
IUSV icon
444
iShares Core S&P US Value ETF
IUSV
$22.8B
$110K 0.01%
1,189
SMDV icon
445
ProShares Russell 2000 Dividend Growers ETF
SMDV
$631M
$109K 0.01%
1,667
-100
SSNC icon
446
SS&C Technologies
SSNC
$20.3B
$108K 0.01%
1,298
XLK icon
447
Technology Select Sector SPDR Fund
XLK
$100B
$107K 0.01%
519
-20
TT icon
448
Trane Technologies
TT
$95.1B
$107K 0.01%
318
IBKR icon
449
Interactive Brokers
IBKR
$30.8B
$106K 0.01%
2,552
HLT icon
450
Hilton Worldwide
HLT
$60.5B
$104K 0.01%
459
16 17
18
19 20