AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
COO icon
526
Cooper Companies
COO
$14B
$77.1K 0.01%
1,084
DAR icon
527
Darling Ingredients
DAR
$5.2B
$75.9K 0.01%
2,000
BSMP icon
528
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$218M
$73.6K 0.01%
3,000
BFAM icon
529
Bright Horizons
BFAM
$5.26B
$73.4K 0.01%
594
-60
FTCS icon
530
First Trust Capital Strength ETF
FTCS
$8.32B
$72.7K 0.01%
800
MTD icon
531
Mettler-Toledo International
MTD
$28.5B
$71.7K 0.01%
61
BSMQ icon
532
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$290M
$70.7K 0.01%
3,000
ALLE icon
533
Allegion
ALLE
$14.3B
$70.3K 0.01%
488
DECK icon
534
Deckers Outdoor
DECK
$12.2B
$69.5K 0.01%
674
+170
VPL icon
535
Vanguard FTSE Pacific ETF
VPL
$8.24B
$68.2K 0.01%
830
MELI icon
536
Mercado Libre
MELI
$122B
$68K 0.01%
26
-561
BAH icon
537
Booz Allen Hamilton
BAH
$10.1B
$67.9K 0.01%
652
+50
VOE icon
538
Vanguard Mid-Cap Value ETF
VOE
$19B
$67.3K 0.01%
409
+7
BWA icon
539
BorgWarner
BWA
$9.46B
$67K 0.01%
2,000
-100
HWM icon
540
Howmet Aerospace
HWM
$82.1B
$66.6K 0.01%
358
+25
SBRA icon
541
Sabra Healthcare REIT
SBRA
$4.17B
$66.3K 0.01%
3,594
+261
ELS icon
542
Equity Lifestyle Properties
ELS
$11.8B
$65.6K 0.01%
1,064
+51
ALNY icon
543
Alnylam Pharmaceuticals
ALNY
$58B
$65.2K 0.01%
200
BRHY
544
BlackRock ETF Trust II iShares High Yield Active ETF
BRHY
$73.1M
$64.1K 0.01%
1,238
+15
FHLC icon
545
Fidelity MSCI Health Care Index ETF
FHLC
$2.6B
$64K 0.01%
1,000
SPYD icon
546
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.16B
$63.7K 0.01%
1,500
WOR icon
547
Worthington Enterprises
WOR
$2.74B
$63.6K 0.01%
999
TER icon
548
Teradyne
TER
$28.1B
$63.6K 0.01%
707
TY icon
549
TRI-Continental Corp
TY
$1.81B
$63.3K 0.01%
2,000
XLI icon
550
Industrial Select Sector SPDR Fund
XLI
$24B
$62.8K 0.01%
426