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
IP icon
526
International Paper
IP
$20.4B
$80.6K 0.01%
1,738
TECL icon
527
Direxion Daily Technology Bull 3x Shares
TECL
$3.78B
$79K 0.01%
635
ANET icon
528
Arista Networks
ANET
$159B
$78.7K 0.01%
540
SBRA icon
529
Sabra Healthcare REIT
SBRA
$4.79B
$77.4K 0.01%
4,150
+556
DOW icon
530
Dow Inc
DOW
$16.7B
$77.3K 0.01%
3,373
-30
BABA icon
531
Alibaba
BABA
$358B
$76K 0.01%
425
+325
FTCS icon
532
First Trust Capital Strength ETF
FTCS
$8.22B
$74.9K 0.01%
800
MTD icon
533
Mettler-Toledo International
MTD
$28.9B
$74.9K 0.01%
61
FICO icon
534
Fair Isaac
FICO
$42.9B
$74.8K 0.01%
50
-15
SAP icon
535
SAP
SAP
$285B
$73.2K 0.01%
274
COO icon
536
Cooper Companies
COO
$16B
$72.9K 0.01%
1,064
-20
VPL icon
537
Vanguard FTSE Pacific ETF
VPL
$8.5B
$72.9K 0.01%
830
CNC icon
538
Centene
CNC
$19.9B
$71.4K 0.01%
2,000
-1,000
ULTA icon
539
Ulta Beauty
ULTA
$26.2B
$71.1K 0.01%
130
SCHY icon
540
Schwab International Dividend Equity ETF
SCHY
$1.61B
$71K 0.01%
2,540
-284
HWM icon
541
Howmet Aerospace
HWM
$79.4B
$70.3K 0.01%
358
WDFC icon
542
WD-40
WDFC
$2.79B
$69.2K 0.01%
350
DVN icon
543
Devon Energy
DVN
$22.7B
$69K 0.01%
1,968
+201
EME icon
544
Emcor
EME
$27.9B
$68.9K 0.01%
106
UTG icon
545
Reaves Utility Income Fund
UTG
$3.3B
$68.5K 0.01%
1,729
+107
TY icon
546
TRI-Continental Corp
TY
$1.69B
$68K 0.01%
2,000
WEC icon
547
WEC Energy
WEC
$34.2B
$67.3K 0.01%
587
FHLC icon
548
Fidelity MSCI Health Care Index ETF
FHLC
$2.85B
$66.9K 0.01%
1,000
SPYD icon
549
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.38B
$66K 0.01%
1,500
XLI icon
550
State Street Industrial Select Sector SPDR ETF
XLI
$25.6B
$65.7K 0.01%
426