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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$2.04M
3 +$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1 +$20.2M
2 +$1.22M
3 +$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BLDR icon
526
Builders FirstSource
BLDR
$12.8B
$65.6K 0.01%
525
RCL icon
527
Royal Caribbean
RCL
$78.8B
$65.5K 0.01%
319
VOE icon
528
Vanguard Mid-Cap Value ETF
VOE
$19B
$64.5K 0.01%
402
+11
WEC icon
529
WEC Energy
WEC
$36.1B
$64K 0.01%
587
ALLE icon
530
Allegion
ALLE
$14.3B
$63.7K 0.01%
488
MKC icon
531
McCormick & Company Non-Voting
MKC
$17.2B
$63.6K 0.01%
773
+72
DFS
532
DELISTED
Discover Financial Services
DFS
$63.3K 0.01%
371
BAH icon
533
Booz Allen Hamilton
BAH
$10.1B
$63K 0.01%
602
DAR icon
534
Darling Ingredients
DAR
$5.21B
$62.5K 0.01%
2,000
CUBE icon
535
CubeSmart
CUBE
$8.99B
$62.4K 0.01%
1,462
KBR icon
536
KBR
KBR
$5.32B
$62.3K 0.01%
1,250
BRHY
537
BlackRock ETF Trust II iShares High Yield Active ETF
BRHY
$73.1M
$62K 0.01%
1,223
+9
VCIT icon
538
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.9B
$61.9K 0.01%
758
+2
KHC icon
539
Kraft Heinz
KHC
$29.2B
$61.9K 0.01%
2,034
+3
TY icon
540
TRI-Continental Corp
TY
$1.8B
$61.3K 0.01%
2,000
TTE icon
541
TotalEnergies
TTE
$134B
$60.9K 0.01%
942
TDG icon
542
TransDigm Group
TDG
$73.8B
$60.9K 0.01%
44
-783
LTC
543
LTC Properties
LTC
$1.6B
$60.3K 0.01%
+1,702
BWA icon
544
BorgWarner
BWA
$9.5B
$60.2K 0.01%
2,100
VPL icon
545
Vanguard FTSE Pacific ETF
VPL
$8.25B
$60.1K 0.01%
830
TER icon
546
Teradyne
TER
$28.1B
$58.4K 0.01%
707
SBRA icon
547
Sabra Healthcare REIT
SBRA
$4.17B
$58.2K 0.01%
+3,333
TQQQ icon
548
ProShares UltraPro QQQ
TQQQ
$31.8B
$57.3K 0.01%
1,000
-2,100
PGF icon
549
Invesco Financial Preferred ETF
PGF
$793M
$57.1K 0.01%
4,000
DECK icon
550
Deckers Outdoor
DECK
$12.2B
$56.4K 0.01%
504