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
SSNC icon
451
SS&C Technologies
SSNC
$20.3B
$116K 0.01%
1,398
+100
MMC icon
452
Marsh & McLennan
MMC
$88.2B
$116K 0.01%
529
+12
VTIP icon
453
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$115K 0.01%
2,294
+5
VUSB icon
454
Vanguard Ultra-Short Bond ETF
VUSB
$5.68B
$115K 0.01%
2,309
+28
WRB icon
455
W.R. Berkley
WRB
$27.1B
$114K 0.01%
1,545
IUSV icon
456
iShares Core S&P US Value ETF
IUSV
$22.8B
$113K 0.01%
1,189
IVW icon
457
iShares S&P 500 Growth ETF
IVW
$69.1B
$111K 0.01%
1,008
XLV icon
458
Health Care Select Sector SPDR Fund
XLV
$35.5B
$111K 0.01%
823
HBAN icon
459
Huntington Bancshares
HBAN
$22.1B
$109K 0.01%
6,500
-7,000
FRST icon
460
Primis Financial Corp
FRST
$265M
$109K 0.01%
10,000
IWR icon
461
iShares Russell Mid-Cap ETF
IWR
$44.6B
$107K 0.01%
1,168
ENFR icon
462
Alerian Energy Infrastructure ETF
ENFR
$298M
$107K 0.01%
3,313
-3,330
XLY icon
463
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.5B
$105K 0.01%
484
+30
SLM icon
464
SLM Corp
SLM
$5.48B
$105K 0.01%
3,200
IHAK icon
465
iShares Cybersecurity and Tech ETF
IHAK
$907M
$105K 0.01%
1,970
+125
SMCI icon
466
Super Micro Computer
SMCI
$31.3B
$104K 0.01%
2,130
-750
CME icon
467
CME Group
CME
$94.3B
$104K 0.01%
378
WSM icon
468
Williams-Sonoma
WSM
$23.8B
$104K 0.01%
635
CINF icon
469
Cincinnati Financial
CINF
$23.7B
$102K 0.01%
686
NKE icon
470
Nike
NKE
$96.6B
$102K 0.01%
1,432
-200
ROL icon
471
Rollins
ROL
$26.1B
$101K 0.01%
1,797
EEFT icon
472
Euronet Worldwide
EEFT
$3.08B
$101K 0.01%
+1,000
IEMG icon
473
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$101K 0.01%
1,678
+154
RCL icon
474
Royal Caribbean
RCL
$76.4B
$99.9K 0.01%
319
SMDV icon
475
ProShares Russell 2000 Dividend Growers ETF
SMDV
$631M
$98.9K 0.01%
1,520
-147
17 18
19
20 21