AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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 Sells

1 +$1.31M
2 +$859K
3 +$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.43%
2 Financials 13.19%
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
$27B
$106K 0.01%
1,797
FRST icon
477
Primis Financial Corp
FRST
$365M
$105K 0.01%
10,000
RCL icon
478
Royal Caribbean
RCL
$69.6B
$103K 0.01%
319
O icon
479
Realty Income
O
$58.7B
$103K 0.01%
1,689
+13
CME icon
480
CME Group
CME
$103B
$102K 0.01%
378
SMCI icon
481
Super Micro Computer
SMCI
$16.8B
$102K 0.01%
2,130
SMDV icon
482
ProShares Russell 2000 Dividend Growers ETF
SMDV
$664M
$102K 0.01%
1,525
+5
DIA icon
483
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.6B
$101K 0.01%
218
+1
PDP icon
484
Invesco Dorsey Wright Momentum ETF
PDP
$1.45B
$101K 0.01%
855
LNC icon
485
Lincoln National
LNC
$7.2B
$101K 0.01%
2,495
EFV icon
486
iShares MSCI EAFE Value ETF
EFV
$29.5B
$100K 0.01%
1,478
BAM icon
487
Brookfield Asset Management
BAM
$77.2B
$100K 0.01%
1,759
NKE icon
488
Nike
NKE
$66.8B
$99.9K 0.01%
1,432
MDU icon
489
MDU Resources
MDU
$4.54B
$99.7K 0.01%
5,600
SDY icon
490
State Street SPDR S&P Dividend ETF
SDY
$21B
$98.9K 0.01%
706
HPQ icon
491
HP
HPQ
$18B
$98.1K 0.01%
3,602
TER icon
492
Teradyne
TER
$62.1B
$97.3K 0.01%
707
SBAC icon
493
SBA Communications
SBAC
$22.9B
$97.3K 0.01%
503
SCHO icon
494
Schwab Short-Term US Treasury ETF
SCHO
$12.1B
$97.1K 0.01%
3,980
IHAK icon
495
iShares Cybersecurity and Tech ETF
IHAK
$751M
$95.8K 0.01%
1,831
-139
DECK icon
496
Deckers Outdoor
DECK
$15.3B
$95.7K 0.01%
944
+270
CALF icon
497
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.44B
$95.4K 0.01%
2,180
SHV icon
498
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$93.5K 0.01%
846
ICLN icon
499
iShares Global Clean Energy ETF
ICLN
$2.44B
$92.9K 0.01%
6,000
VLTO icon
500
Veralto
VLTO
$21.2B
$92.6K 0.01%
869
-74