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
DY icon
551
Dycom Industries
DY
$8.29B
$55.9K 0.01%
367
XLI icon
552
Industrial Select Sector SPDR Fund
XLI
$23.9B
$55.8K 0.01%
426
SCHY icon
553
Schwab International Dividend Equity ETF
SCHY
$1.34B
$55.5K 0.01%
2,187
-87
SPG icon
554
Simon Property Group
SPG
$56.6B
$55.5K 0.01%
334
ALNY icon
555
Alnylam Pharmaceuticals
ALNY
$58.9B
$54K 0.01%
200
CHH icon
556
Choice Hotels
CHH
$4.28B
$53.8K 0.01%
405
ACWI icon
557
iShares MSCI ACWI ETF
ACWI
$23.3B
$53.8K 0.01%
462
GMOI
558
GMO International Value ETF
GMOI
$185M
$53.4K 0.01%
2,000
MDY icon
559
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$53.3K 0.01%
100
EQIX icon
560
Equinix
EQIX
$81.5B
$53K ﹤0.01%
65
NSIT icon
561
Insight Enterprises
NSIT
$3.14B
$52.5K ﹤0.01%
350
FSK icon
562
FS KKR Capital
FSK
$4.22B
$52.4K ﹤0.01%
2,500
ECG
563
Everus Construction Group
ECG
$4.57B
$51.9K ﹤0.01%
1,400
-100
UTG icon
564
Reaves Utility Income Fund
UTG
$3.42B
$51.9K ﹤0.01%
1,595
+27
TKR icon
565
Timken Company
TKR
$5.48B
$51.9K ﹤0.01%
722
NULG icon
566
Nuveen ESG Large-Cap Growth ETF
NULG
$1.83B
$51.6K ﹤0.01%
659
FUN icon
567
Cedar Fair
FUN
$2.29B
$51.4K ﹤0.01%
1,440
FRA icon
568
BlackRock Floating Rate Income Strategies Fund
FRA
$443M
$51K ﹤0.01%
3,945
+10
WOR icon
569
Worthington Enterprises
WOR
$2.76B
$50K ﹤0.01%
999
VOOG icon
570
Vanguard S&P 500 Growth ETF
VOOG
$21B
$49.8K ﹤0.01%
149
+129
NVG icon
571
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.66B
$49.5K ﹤0.01%
4,000
OCSL icon
572
Oaktree Specialty Lending
OCSL
$1.22B
$49.2K ﹤0.01%
+3,200
CNP icon
573
CenterPoint Energy
CNP
$25.4B
$48.9K ﹤0.01%
1,350
-6,200
WBD icon
574
Warner Bros
WBD
$53.5B
$48.6K ﹤0.01%
4,528
-973
AWR icon
575
American States Water
AWR
$2.76B
$48.2K ﹤0.01%
612
+3
21 22
23
24 25