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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$1.36M
3
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1
+$21.1M
2
+$6.19M
3
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
501
Chubb
CB
$127B
$89.6K 0.01%
275
-48
DB icon
502
Deutsche Bank
DB
$61.6B
$89.3K 0.01%
3,000
SMDV icon
503
ProShares Russell 2000 Dividend Growers ETF
SMDV
$672M
$88.1K 0.01%
1,281
-247
MQY icon
504
BlackRock MuniYield Quality Fund
MQY
$825M
$88K 0.01%
8,012
+881
RCL icon
505
Royal Caribbean
RCL
$77.2B
$87.8K 0.01%
319
AZN icon
506
AstraZeneca
AZN
$283B
$86.2K 0.01%
437
-766
TTE icon
507
TotalEnergies
TTE
$195B
$85.7K 0.01%
942
PHR icon
508
Phreesia
PHR
$559M
$83.8K 0.01%
10,000
+5,000
LNC icon
509
Lincoln National
LNC
$7B
$83.3K 0.01%
2,346
-149
IYF icon
510
iShares US Financials ETF
IYF
$3.59B
$82.7K 0.01%
703
+3
HWM icon
511
Howmet Aerospace
HWM
$106B
$82.5K 0.01%
358
PEG icon
512
Public Service Enterprise Group
PEG
$39.3B
$82.3K 0.01%
1,017
+1
VPL icon
513
Vanguard FTSE Pacific ETF
VPL
$8.46B
$81.8K 0.01%
837
+7
SSNC icon
514
SS&C Technologies
SSNC
$16.3B
$80.9K 0.01%
1,198
-200
GSLC icon
515
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$80.8K 0.01%
646
MOTI icon
516
VanEck Morningstar International Moat ETF
MOTI
$80M
$80.4K 0.01%
2,354
-100
SKYY icon
517
First Trust Cloud Computing ETF
SKYY
$2.99B
$80.2K 0.01%
733
PECO icon
518
Phillips Edison & Co
PECO
$5.23B
$80K 0.01%
+2,139
SBRA icon
519
Sabra Healthcare REIT
SBRA
$4.66B
$79.6K 0.01%
4,140
+51
WSM icon
520
Williams-Sonoma
WSM
$25.8B
$79.4K 0.01%
435
ZSQR
521
Z Squared Inc
ZSQR
$561M
$78.5K 0.01%
7,000
EME icon
522
Emcor
EME
$36.1B
$78.3K 0.01%
106
FANG icon
523
Diamondback Energy
FANG
$53.9B
$76.8K 0.01%
+388
DVN icon
524
Devon Energy
DVN
$51.5B
$75.9K 0.01%
1,508
-460
EQH icon
525
Equitable Holdings
EQH
$12.3B
$74.2K 0.01%
2,000
19 20
21
22 23