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
HLI icon
501
Houlihan Lokey
HLI
$9.76B
$92.4K 0.01%
450
KXI icon
502
iShares Global Consumer Staples ETF
KXI
$992M
$92.4K 0.01%
1,435
AZN icon
503
AstraZeneca
AZN
$299B
$92.3K 0.01%
1,203
FFIV icon
504
F5
FFIV
$16B
$92.1K 0.01%
285
MOTI icon
505
VanEck Morningstar International Moat ETF
MOTI
$191M
$91.9K 0.01%
2,479
CB icon
506
Chubb
CB
$129B
$91.6K 0.01%
325
IFF icon
507
International Flavors & Fragrances
IFF
$17.9B
$90.8K 0.01%
1,476
-3,811
SKYY icon
508
First Trust Cloud Computing ETF
SKYY
$2.45B
$89.5K 0.01%
666
-55
COWZ icon
509
Pacer US Cash Cows 100 ETF
COWZ
$18.3B
$89.1K 0.01%
1,551
+5
VRT icon
510
Vertiv
VRT
$102B
$89K 0.01%
590
+490
IYF icon
511
iShares US Financials ETF
IYF
$3.55B
$88.7K 0.01%
701
+2
SLM icon
512
SLM Corp
SLM
$4.04B
$88.6K 0.01%
3,200
WBD icon
513
Warner Bros
WBD
$68.1B
$88.4K 0.01%
4,528
JPC icon
514
Nuveen Preferred & Income Opportunities Fund
JPC
$2.86B
$88.4K 0.01%
10,779
+46
BWA icon
515
BorgWarner
BWA
$10.9B
$87.9K 0.01%
2,000
EEFT icon
516
Euronet Worldwide
EEFT
$2.85B
$87.8K 0.01%
1,000
ZBRA icon
517
Zebra Technologies
ZBRA
$10B
$87.4K 0.01%
294
AKAM icon
518
Akamai
AKAM
$15.3B
$87.1K 0.01%
1,150
ALLE icon
519
Allegion
ALLE
$12.6B
$86.5K 0.01%
488
JXI icon
520
iShares Global Utilities ETF
JXI
$303M
$85.4K 0.01%
1,100
PEG icon
521
Public Service Enterprise Group
PEG
$41.1B
$84.8K 0.01%
1,016
GSLC icon
522
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$84.2K 0.01%
646
WTM icon
523
White Mountains Insurance
WTM
$5.38B
$83.6K 0.01%
50
MQY icon
524
BlackRock MuniYield Quality Fund
MQY
$818M
$83.1K 0.01%
7,131
EFX icon
525
Equifax
EFX
$21.9B
$82.6K 0.01%
322