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
NULG icon
551
Nuveen ESG Large-Cap Growth ETF
NULG
$1.9B
$65.5K 0.01%
659
MKTX icon
552
MarketAxess Holdings
MKTX
$6.66B
$65.5K 0.01%
376
BRHY
553
BlackRock ETF Trust II iShares High Yield Active ETF
BRHY
$84.9M
$65.5K 0.01%
1,253
+15
VOOG icon
554
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$65K 0.01%
149
ELS icon
555
Equity Lifestyle Properties
ELS
$12.2B
$64.6K 0.01%
1,064
BFAM icon
556
Bright Horizons
BFAM
$5.89B
$64.5K 0.01%
594
ACWI icon
557
iShares MSCI ACWI ETF
ACWI
$24.4B
$63.9K 0.01%
462
SPXL icon
558
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.07B
$63.6K 0.01%
300
SPG icon
559
Simon Property Group
SPG
$60.1B
$62.7K 0.01%
334
WELL icon
560
Welltower
WELL
$131B
$62.4K 0.01%
350
GMOI
561
GMO International Value ETF
GMOI
$233M
$62.1K 0.01%
2,000
MELI icon
562
Mercado Libre
MELI
$99.7B
$60.8K 0.01%
26
ES icon
563
Eversource Energy
ES
$25.7B
$60.2K 0.01%
846
+300
BAH icon
564
Booz Allen Hamilton
BAH
$11.1B
$60.2K 0.01%
602
-50
MDY icon
565
SPDR S&P MidCap 400 ETF Trust
MDY
$24.2B
$59.6K ﹤0.01%
100
CUBE icon
566
CubeSmart
CUBE
$8.33B
$59.4K ﹤0.01%
1,462
PGF icon
567
Invesco Financial Preferred ETF
PGF
$761M
$58.5K ﹤0.01%
4,000
MRVL icon
568
Marvell Technology
MRVL
$71.5B
$56.5K ﹤0.01%
672
NUDM icon
569
Nuveen ESG International Developed Markets Equity ETF
NUDM
$643M
$56.2K ﹤0.01%
1,495
TTE icon
570
TotalEnergies
TTE
$140B
$56.2K ﹤0.01%
942
OPCH icon
571
Option Care Health
OPCH
$5.32B
$55.5K ﹤0.01%
+2,000
WOR icon
572
Worthington Enterprises
WOR
$2.87B
$55.4K ﹤0.01%
999
ODFL icon
573
Old Dominion Freight Line
ODFL
$32.9B
$55.1K ﹤0.01%
392
-131
TKR icon
574
Timken Company
TKR
$6.06B
$54.3K ﹤0.01%
722
EMN icon
575
Eastman Chemical
EMN
$7.29B
$54K ﹤0.01%
857
-203
21 22
23
24 25