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
SSO icon
476
ProShares Ultra S&P500
SSO
$8.02B
$97.7K 0.01%
1,000
XLU icon
477
Utilities Select Sector SPDR Fund
XLU
$22.1B
$97.3K 0.01%
1,192
BAM icon
478
Brookfield Asset Management
BAM
$86.7B
$97.2K 0.01%
1,759
-56
SCHO icon
479
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$97K 0.01%
3,980
O icon
480
Realty Income
O
$53.1B
$96.5K 0.01%
1,676
+3
SDY icon
481
SPDR S&P Dividend ETF
SDY
$20B
$95.8K 0.01%
706
DIA icon
482
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.8B
$95.7K 0.01%
217
+12
VLTO icon
483
Veralto
VLTO
$24.8B
$95.2K 0.01%
943
-84
LTC
484
LTC Properties
LTC
$1.6B
$94.6K 0.01%
2,733
+1,031
CB icon
485
Chubb
CB
$109B
$94K 0.01%
325
-5
EFV icon
486
iShares MSCI EAFE Value ETF
EFV
$27.7B
$93.8K 0.01%
1,478
KXI icon
487
iShares Global Consumer Staples ETF
KXI
$847M
$93.8K 0.01%
1,435
SHOP icon
488
Shopify
SHOP
$229B
$93.4K 0.01%
810
+30
SHV icon
489
iShares Short Treasury Bond ETF
SHV
$20.7B
$93.4K 0.01%
846
MDU icon
490
MDU Resources
MDU
$3.95B
$93.4K 0.01%
5,600
PDP icon
491
Invesco Dorsey Wright Momentum ETF
PDP
$1.39B
$92.8K 0.01%
855
AKAM icon
492
Akamai
AKAM
$10.7B
$91.7K 0.01%
1,150
-250
ZBRA icon
493
Zebra Technologies
ZBRA
$13.4B
$90.7K 0.01%
294
DOW icon
494
Dow Inc
DOW
$17.3B
$90.1K 0.01%
3,403
-327
WTM icon
495
White Mountains Insurance
WTM
$4.94B
$89.8K 0.01%
50
DY icon
496
Dycom Industries
DY
$8.2B
$89.7K 0.01%
367
PHYL icon
497
PGIM Active High Yield Bond ETF
PHYL
$437M
$89.5K 0.01%
2,522
+24
ECG
498
Everus Construction Group
ECG
$4.55B
$88.9K 0.01%
1,400
HPQ icon
499
HP
HPQ
$25.9B
$88.1K 0.01%
3,602
DB icon
500
Deutsche Bank
DB
$69.5B
$87.8K 0.01%
3,000
18 19
20
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