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
$1.14B
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
SKYY icon
501
First Trust Cloud Computing ETF
SKYY
$3.06B
$87.7K 0.01%
721
+57
CALF icon
502
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.91B
$86.8K 0.01%
2,180
LNC icon
503
Lincoln National
LNC
$7.46B
$86.3K 0.01%
2,495
JPC icon
504
Nuveen Preferred & Income Opportunities Fund
JPC
$2.86B
$86.1K 0.01%
10,733
+46
MOTI icon
505
VanEck Morningstar International Moat ETF
MOTI
$192M
$86K 0.01%
2,479
PEG icon
506
Public Service Enterprise Group
PEG
$40.9B
$85.5K 0.01%
1,016
+20
COWZ icon
507
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$85.2K 0.01%
1,546
-171
KDP icon
508
Keurig Dr Pepper
KDP
$36.6B
$84.9K 0.01%
2,567
ODFL icon
509
Old Dominion Freight Line
ODFL
$27.2B
$84.8K 0.01%
523
-99
IYF icon
510
iShares US Financials ETF
IYF
$3.92B
$84.6K 0.01%
699
+2
AZN icon
511
AstraZeneca
AZN
$277B
$84.1K 0.01%
1,203
MKTX icon
512
MarketAxess Holdings
MKTX
$6.46B
$84K 0.01%
376
FFIV icon
513
F5
FFIV
$13.2B
$83.9K 0.01%
285
EFX icon
514
Equifax
EFX
$24.9B
$83.5K 0.01%
322
SAP icon
515
SAP
SAP
$278B
$83.3K 0.01%
274
IP icon
516
International Paper
IP
$19.4B
$81.4K 0.01%
1,738
JXI icon
517
iShares Global Utilities ETF
JXI
$231M
$81.1K 0.01%
1,100
HLI icon
518
Houlihan Lokey
HLI
$12.2B
$81K 0.01%
450
UTHR icon
519
United Therapeutics
UTHR
$20.2B
$80.5K 0.01%
280
WDFC icon
520
WD-40
WDFC
$2.66B
$79.8K 0.01%
350
MQY icon
521
BlackRock MuniYield Quality Fund
MQY
$820M
$79.2K 0.01%
7,131
+1,150
EMN icon
522
Eastman Chemical
EMN
$6.61B
$79.1K 0.01%
1,060
-360
ICLN icon
523
iShares Global Clean Energy ETF
ICLN
$1.81B
$78.7K 0.01%
6,000
+3,000
GSLC icon
524
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.4B
$78.4K 0.01%
646
+299
SCHY icon
525
Schwab International Dividend Equity ETF
SCHY
$1.36B
$77.2K 0.01%
2,824
+637
19 20
21
22 23