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
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$1.01M
3 +$934K
4
BA icon
Boeing
BA
+$898K
5
VUG icon
Vanguard Growth ETF
VUG
+$857K

Top Sells

1 +$1.38M
2 +$907K
3 +$856K
4
AAPL icon
Apple
AAPL
+$850K
5
GLW icon
Corning
GLW
+$814K

Sector Composition

1 Technology 16.43%
2 Financials 13.18%
3 Healthcare 9.79%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PHR icon
451
Phreesia
PHR
$1.01B
$118K 0.01%
+5,000
UTHR icon
452
United Therapeutics
UTHR
$21.5B
$117K 0.01%
280
XLP icon
453
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$117K 0.01%
1,494
VTIP icon
454
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.1B
$117K 0.01%
2,312
+18
LII icon
455
Lennox International
LII
$17.4B
$117K 0.01%
221
+15
VUSB icon
456
Vanguard Ultra-Short Bond ETF
VUSB
$6.42B
$117K 0.01%
2,336
+27
XLY icon
457
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.5B
$116K 0.01%
484
FIS icon
458
Fidelity National Information Services
FIS
$34.5B
$116K 0.01%
1,756
AVY icon
459
Avery Dennison
AVY
$14.2B
$115K 0.01%
711
IUSV icon
460
iShares Core S&P US Value ETF
IUSV
$24.5B
$115K 0.01%
1,148
-41
AB icon
461
AllianceBernstein
AB
$3.63B
$115K 0.01%
3,000
-375
XLV icon
462
State Street Health Care Select Sector SPDR ETF
XLV
$41B
$115K 0.01%
823
IWR icon
463
iShares Russell Mid-Cap ETF
IWR
$46.6B
$113K 0.01%
1,169
+1
HBAN icon
464
Huntington Bancshares
HBAN
$27.9B
$112K 0.01%
6,500
SSO icon
465
ProShares Ultra S&P500
SSO
$7.32B
$112K 0.01%
2,000
KNF icon
466
Knife River
KNF
$4.32B
$111K 0.01%
1,450
BSY icon
467
Bentley Systems
BSY
$12.2B
$111K 0.01%
2,159
OTIS icon
468
Otis Worldwide
OTIS
$34.5B
$111K 0.01%
1,213
IEMG icon
469
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$111K 0.01%
1,678
PHYL icon
470
PGIM Active High Yield Bond ETF
PHYL
$624M
$109K 0.01%
3,045
+523
CINF icon
471
Cincinnati Financial
CINF
$26.1B
$108K 0.01%
686
ENFR icon
472
Alerian Energy Infrastructure ETF
ENFR
$327M
$108K 0.01%
3,331
+18
DY icon
473
Dycom Industries
DY
$10.2B
$107K 0.01%
367
MMC icon
474
Marsh & McLennan
MMC
$91.8B
$107K 0.01%
529
DB icon
475
Deutsche Bank
DB
$72.4B
$106K 0.01%
3,000