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
ROL icon
476
Rollins
ROL
$28.9B
$106K 0.01%
1,797
FRST icon
477
Primis Financial Corp
FRST
$329M
$105K 0.01%
10,000
RCL icon
478
Royal Caribbean
RCL
$78.3B
$103K 0.01%
319
O icon
479
Realty Income
O
$53.4B
$103K 0.01%
1,689
+13
CME icon
480
CME Group
CME
$98.1B
$102K 0.01%
378
SMCI icon
481
Super Micro Computer
SMCI
$18.7B
$102K 0.01%
2,130
SMDV icon
482
ProShares Russell 2000 Dividend Growers ETF
SMDV
$645M
$102K 0.01%
1,525
+5
DIA icon
483
SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.2B
$101K 0.01%
218
+1
PDP icon
484
Invesco Dorsey Wright Momentum ETF
PDP
$1.29B
$101K 0.01%
855
LNC icon
485
Lincoln National
LNC
$8.59B
$101K 0.01%
2,495
EFV icon
486
iShares MSCI EAFE Value ETF
EFV
$27.9B
$100K 0.01%
1,478
BAM icon
487
Brookfield Asset Management
BAM
$85.7B
$100K 0.01%
1,759
NKE icon
488
Nike
NKE
$100B
$99.9K 0.01%
1,432
MDU icon
489
MDU Resources
MDU
$4B
$99.7K 0.01%
5,600
SDY icon
490
State Street SPDR S&P Dividend ETF
SDY
$20.3B
$98.9K 0.01%
706
HPQ icon
491
HP
HPQ
$22.5B
$98.1K 0.01%
3,602
TER icon
492
Teradyne
TER
$30.5B
$97.3K 0.01%
707
SBAC icon
493
SBA Communications
SBAC
$20.6B
$97.3K 0.01%
503
SCHO icon
494
Schwab Short-Term US Treasury ETF
SCHO
$11.8B
$97.1K 0.01%
3,980
IHAK icon
495
iShares Cybersecurity and Tech ETF
IHAK
$859M
$95.8K 0.01%
1,831
-139
DECK icon
496
Deckers Outdoor
DECK
$15.2B
$95.7K 0.01%
944
+270
CALF icon
497
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.75B
$95.4K 0.01%
2,180
SHV icon
498
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$19.8B
$93.5K 0.01%
846
ICLN icon
499
iShares Global Clean Energy ETF
ICLN
$1.9B
$92.9K 0.01%
6,000
VLTO icon
500
Veralto
VLTO
$24.9B
$92.6K 0.01%
869
-74