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
IP icon
526
International Paper
IP
$18.9B
$80.6K 0.01%
1,738
TECL icon
527
Direxion Daily Technology Bull 3x ETF
TECL
$3.33B
$79K 0.01%
635
ANET icon
528
Arista Networks
ANET
$168B
$78.7K 0.01%
540
SBRA icon
529
Sabra Healthcare REIT
SBRA
$5.24B
$77.4K 0.01%
4,150
+556
DOW icon
530
Dow Inc
DOW
$27B
$77.3K 0.01%
3,373
-30
BABA icon
531
Alibaba
BABA
$320B
$76K 0.01%
425
+325
FTCS icon
532
First Trust Capital Strength ETF
FTCS
$8B
$74.9K 0.01%
800
MTD icon
533
Mettler-Toledo International
MTD
$23.7B
$74.9K 0.01%
61
FICO icon
534
Fair Isaac
FICO
$25.9B
$74.8K 0.01%
50
-15
SAP icon
535
SAP
SAP
$222B
$73.2K 0.01%
274
COO icon
536
Cooper Companies
COO
$14B
$72.9K 0.01%
1,064
-20
VPL icon
537
Vanguard FTSE Pacific ETF
VPL
$8.02B
$72.9K 0.01%
830
CNC icon
538
Centene
CNC
$17B
$71.4K 0.01%
2,000
-1,000
ULTA icon
539
Ulta Beauty
ULTA
$27.7B
$71.1K 0.01%
130
SCHY icon
540
Schwab International Dividend Equity ETF
SCHY
$2.09B
$71K 0.01%
2,540
-284
HWM icon
541
Howmet Aerospace
HWM
$97.8B
$70.3K 0.01%
358
WDFC icon
542
WD-40
WDFC
$3.04B
$69.2K 0.01%
350
DVN icon
543
Devon Energy
DVN
$28.7B
$69K 0.01%
1,968
+201
EME icon
544
Emcor
EME
$31.6B
$68.9K 0.01%
106
UTG icon
545
Reaves Utility Income Fund
UTG
$3.67B
$68.5K 0.01%
1,729
+107
TY icon
546
TRI-Continental Corp
TY
$1.66B
$68K 0.01%
2,000
WEC icon
547
WEC Energy
WEC
$37.5B
$67.3K 0.01%
587
FHLC icon
548
Fidelity MSCI Health Care Index ETF
FHLC
$2.83B
$66.9K 0.01%
1,000
SPYD icon
549
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.18B
$66K 0.01%
1,500
XLI icon
550
State Street Industrial Select Sector SPDR ETF
XLI
$29B
$65.7K 0.01%
426