AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
AB icon
426
AllianceBernstein
AB
$3.56B
$138K 0.01%
3,375
OC icon
427
Owens Corning
OC
$8.27B
$138K 0.01%
1,000
-375
SLB icon
428
SLB Ltd
SLB
$54.3B
$137K 0.01%
4,050
+2,450
IDXX icon
429
Idexx Laboratories
IDXX
$54B
$137K 0.01%
255
+11
SILA
430
Sila Realty Trust
SILA
$1.3B
$137K 0.01%
5,774
+590
ARCC icon
431
Ares Capital
ARCC
$14.3B
$135K 0.01%
6,161
TAN icon
432
Invesco Solar ETF
TAN
$862M
$133K 0.01%
3,880
+50
CBRE icon
433
CBRE Group
CBRE
$45.2B
$132K 0.01%
944
REGN icon
434
Regeneron Pharmaceuticals
REGN
$74.4B
$131K 0.01%
250
-946
J icon
435
Jacobs Solutions
J
$18.2B
$131K 0.01%
993
-10
TDY icon
436
Teledyne Technologies
TDY
$23.5B
$130K 0.01%
253
AVY icon
437
Avery Dennison
AVY
$13.3B
$125K 0.01%
711
-40
FERG icon
438
Ferguson
FERG
$48B
$122K 0.01%
562
HLT icon
439
Hilton Worldwide
HLT
$62.1B
$122K 0.01%
459
XLP icon
440
Consumers Staples Select Sector SPDR Fund
XLP
$15.1B
$121K 0.01%
1,494
KLAC icon
441
KLA
KLAC
$149B
$121K 0.01%
135
-5
OTIS icon
442
Otis Worldwide
OTIS
$34.2B
$120K 0.01%
1,213
-202
CMA icon
443
Comerica
CMA
$9.83B
$119K 0.01%
2,000
-2,000
FICO icon
444
Fair Isaac
FICO
$41.2B
$119K 0.01%
65
-10
NFG icon
445
National Fuel Gas
NFG
$7.33B
$119K 0.01%
1,400
KNF icon
446
Knife River
KNF
$3.89B
$118K 0.01%
1,450
SBAC icon
447
SBA Communications
SBAC
$20.9B
$118K 0.01%
503
LII icon
448
Lennox International
LII
$16.3B
$118K 0.01%
206
BSY icon
449
Bentley Systems
BSY
$12.9B
$117K 0.01%
2,159
BSMS icon
450
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$225M
$116K 0.01%
+5,000