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 Buys

1
+$1.04M
2
+$938K
3
+$918K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$838K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$834K

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
$17.3B
$80.6K 0.01%
1,738
TECL icon
527
Direxion Daily Technology Bull 3x ETF
TECL
$4.98B
$79K 0.01%
635
ANET icon
528
Arista Networks
ANET
$217B
$78.7K 0.01%
540
SBRA icon
529
Sabra Healthcare REIT
SBRA
$5.12B
$77.4K 0.01%
4,150
+556
DOW icon
530
Dow Inc
DOW
$27.5B
$77.3K 0.01%
3,373
-30
BABA icon
531
Alibaba
BABA
$318B
$76K 0.01%
425
+325
FTCS icon
532
First Trust Capital Strength ETF
FTCS
$7.8B
$74.9K 0.01%
800
MTD icon
533
Mettler-Toledo International
MTD
$25.8B
$74.9K 0.01%
61
FICO icon
534
Fair Isaac
FICO
$24.1B
$74.8K 0.01%
50
-15
SAP icon
535
SAP
SAP
$203B
$73.2K 0.01%
274
COO icon
536
Cooper Companies
COO
$12.6B
$72.9K 0.01%
1,064
-20
VPL icon
537
Vanguard FTSE Pacific ETF
VPL
$8.08B
$72.9K 0.01%
830
CNC icon
538
Centene
CNC
$21.4B
$71.4K 0.01%
2,000
-1,000
ULTA icon
539
Ulta Beauty
ULTA
$23.5B
$71.1K 0.01%
130
SCHY icon
540
Schwab International Dividend Equity ETF
SCHY
$2.22B
$71K 0.01%
2,540
-284
HWM icon
541
Howmet Aerospace
HWM
$96.9B
$70.3K 0.01%
358
WDFC icon
542
WD-40
WDFC
$2.98B
$69.2K 0.01%
350
DVN icon
543
Devon Energy
DVN
$30B
$69K 0.01%
1,968
+201
EME icon
544
Emcor
EME
$39.3B
$68.9K 0.01%
106
UTG icon
545
Reaves Utility Income Fund
UTG
$3.87B
$68.5K 0.01%
1,729
+107
TY icon
546
TRI-Continental Corp
TY
$1.82B
$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
$2.78B
$66.9K 0.01%
1,000
SPYD icon
549
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.21B
$66K 0.01%
1,500
XLI icon
550
State Street Industrial Select Sector SPDR ETF
XLI
$30B
$65.7K 0.01%
426
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