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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$2.04M
3 +$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1 +$20.2M
2 +$1.22M
3 +$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KXI icon
476
iShares Global Consumer Staples ETF
KXI
$847M
$91.9K 0.01%
1,435
COO icon
477
Cooper Companies
COO
$13.9B
$91.4K 0.01%
1,084
CLS icon
478
Celestica
CLS
$39.8B
$90.6K 0.01%
1,150
+150
FERG icon
479
Ferguson
FERG
$50.2B
$90K 0.01%
562
XLY icon
480
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.2B
$89.6K 0.01%
454
+10
LNC icon
481
Lincoln National
LNC
$7.85B
$89.6K 0.01%
2,495
AZN icon
482
AstraZeneca
AZN
$253B
$88.4K 0.01%
1,203
BAM icon
483
Brookfield Asset Management
BAM
$87B
$87.9K 0.01%
1,815
-28
KDP icon
484
Keurig Dr Pepper
KDP
$37.4B
$87.8K 0.01%
2,567
EFV icon
485
iShares MSCI EAFE Value ETF
EFV
$27.7B
$87.1K 0.01%
1,478
PHYL icon
486
PGIM Active High Yield Bond ETF
PHYL
$437M
$87K 0.01%
2,498
+23
IHAK icon
487
iShares Cybersecurity and Tech ETF
IHAK
$921M
$86.7K 0.01%
1,845
UTHR icon
488
United Therapeutics
UTHR
$20.4B
$86.3K 0.01%
280
DIA icon
489
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.8B
$86.2K 0.01%
205
+1
PDP icon
490
Invesco Dorsey Wright Momentum ETF
PDP
$1.41B
$85.5K 0.01%
855
WDFC icon
491
WD-40
WDFC
$2.64B
$85.4K 0.01%
350
JPC icon
492
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$85.1K 0.01%
10,687
+29
BSY icon
493
Bentley Systems
BSY
$15.5B
$84.9K 0.01%
2,159
AGG icon
494
iShares Core US Aggregate Bond ETF
AGG
$132B
$84.6K 0.01%
856
BFAM icon
495
Bright Horizons
BFAM
$5.33B
$83.1K 0.01%
654
ZBRA icon
496
Zebra Technologies
ZBRA
$13.4B
$83.1K 0.01%
294
SSO icon
497
ProShares Ultra S&P500
SSO
$8.01B
$82.8K 0.01%
1,000
MOTI icon
498
VanEck Morningstar International Moat ETF
MOTI
$199M
$82.5K 0.01%
2,479
-75
IEMG icon
499
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$82.3K 0.01%
1,524
PEG icon
500
Public Service Enterprise Group
PEG
$40.5B
$82K 0.01%
996