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
CUBE icon
551
CubeSmart
CUBE
$8.97B
$62.1K 0.01%
1,462
NULG icon
552
Nuveen ESG Large-Cap Growth ETF
NULG
$1.84B
$61.9K 0.01%
659
WEC icon
553
WEC Energy
WEC
$36.2B
$61.2K 0.01%
587
ULTA icon
554
Ulta Beauty
ULTA
$23.1B
$60.8K 0.01%
130
-68
KBR icon
555
KBR
KBR
$5.35B
$59.9K 0.01%
1,250
TECL icon
556
Direxion Daily Technology Bull 3x Shares
TECL
$4.96B
$59.4K 0.01%
+635
ACWI icon
557
iShares MSCI ACWI ETF
ACWI
$23.4B
$59.4K 0.01%
462
VOOG icon
558
Vanguard S&P 500 Growth ETF
VOOG
$21.1B
$59.1K 0.01%
149
UTG icon
559
Reaves Utility Income Fund
UTG
$3.43B
$58.7K 0.01%
1,622
+27
MKC icon
560
McCormick & Company Non-Voting
MKC
$17.4B
$58.6K 0.01%
773
GMOI
561
GMO International Value ETF
GMOI
$185M
$58.4K 0.01%
2,000
CCI icon
562
Crown Castle
CCI
$39.8B
$58.4K 0.01%
568
-759
TTE icon
563
TotalEnergies
TTE
$134B
$57.8K 0.01%
942
EME icon
564
Emcor
EME
$28.8B
$56.7K 0.01%
106
MDY icon
565
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
$56.6K 0.01%
100
PGF icon
566
Invesco Financial Preferred ETF
PGF
$793M
$56.4K 0.01%
4,000
DVN icon
567
Devon Energy
DVN
$20.6B
$56.2K ﹤0.01%
1,767
+1
ANET icon
568
Arista Networks
ANET
$203B
$55.2K ﹤0.01%
540
WELL icon
569
Welltower
WELL
$124B
$53.8K ﹤0.01%
350
+50
SPG icon
570
Simon Property Group
SPG
$57B
$53.7K ﹤0.01%
334
NUDM icon
571
Nuveen ESG International Developed Markets Equity ETF
NUDM
$623M
$53.1K ﹤0.01%
1,495
BUD icon
572
AB InBev
BUD
$117B
$53.1K ﹤0.01%
772
KHC icon
573
Kraft Heinz
KHC
$29.3B
$52.6K ﹤0.01%
2,037
+3
TKR icon
574
Timken Company
TKR
$5.48B
$52.4K ﹤0.01%
722
SPXL icon
575
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.02B
$52.1K ﹤0.01%
+300