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
HLI icon
501
Houlihan Lokey
HLI
$12.6B
$92.4K 0.01%
450
KXI icon
502
iShares Global Consumer Staples ETF
KXI
$899M
$92.4K 0.01%
1,435
AZN icon
503
AstraZeneca
AZN
$279B
$92.3K 0.01%
1,203
FFIV icon
504
F5
FFIV
$15.3B
$92.1K 0.01%
285
MOTI icon
505
VanEck Morningstar International Moat ETF
MOTI
$202M
$91.9K 0.01%
2,479
CB icon
506
Chubb
CB
$121B
$91.6K 0.01%
325
IFF icon
507
International Flavors & Fragrances
IFF
$16.2B
$90.8K 0.01%
1,476
-3,811
SKYY icon
508
First Trust Cloud Computing ETF
SKYY
$3.09B
$89.5K 0.01%
666
-55
COWZ icon
509
Pacer US Cash Cows 100 ETF
COWZ
$18.6B
$89.1K 0.01%
1,551
+5
VRT icon
510
Vertiv
VRT
$61.7B
$89K 0.01%
590
+490
IYF icon
511
iShares US Financials ETF
IYF
$4.14B
$88.7K 0.01%
701
+2
SLM icon
512
SLM Corp
SLM
$5.46B
$88.6K 0.01%
3,200
WBD icon
513
Warner Bros
WBD
$74.3B
$88.4K 0.01%
4,528
JPC icon
514
Nuveen Preferred & Income Opportunities Fund
JPC
$2.91B
$88.4K 0.01%
10,779
+46
BWA icon
515
BorgWarner
BWA
$9.52B
$87.9K 0.01%
2,000
EEFT icon
516
Euronet Worldwide
EEFT
$3.3B
$87.8K 0.01%
1,000
ZBRA icon
517
Zebra Technologies
ZBRA
$13.6B
$87.4K 0.01%
294
AKAM icon
518
Akamai
AKAM
$12.4B
$87.1K 0.01%
1,150
ALLE icon
519
Allegion
ALLE
$13.8B
$86.5K 0.01%
488
JXI icon
520
iShares Global Utilities ETF
JXI
$255M
$85.4K 0.01%
1,100
PEG icon
521
Public Service Enterprise Group
PEG
$39.4B
$84.8K 0.01%
1,016
GSLC icon
522
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$84.2K 0.01%
646
WTM icon
523
White Mountains Insurance
WTM
$5.23B
$83.6K 0.01%
50
MQY icon
524
BlackRock MuniYield Quality Fund
MQY
$815M
$83.1K 0.01%
7,131
EFX icon
525
Equifax
EFX
$27B
$82.6K 0.01%
322