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
NULG icon
551
Nuveen ESG Large-Cap Growth ETF
NULG
$2.19B
$65.5K 0.01%
659
MKTX icon
552
MarketAxess Holdings
MKTX
$6.45B
$65.5K 0.01%
376
BRHY
553
BlackRock ETF Trust II iShares High Yield Active ETF
BRHY
$98.3M
$65.5K 0.01%
1,253
+15
VOOG icon
554
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
$65K 0.01%
149
ELS icon
555
Equity Lifestyle Properties
ELS
$13.2B
$64.6K 0.01%
1,064
BFAM icon
556
Bright Horizons
BFAM
$4.3B
$64.5K 0.01%
594
ACWI icon
557
iShares MSCI ACWI ETF
ACWI
$27.8B
$63.9K 0.01%
462
SPXL icon
558
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$5.05B
$63.6K 0.01%
300
SPG icon
559
Simon Property Group
SPG
$61B
$62.7K 0.01%
334
WELL icon
560
Welltower
WELL
$144B
$62.4K 0.01%
350
GMOI
561
GMO International Value ETF
GMOI
$421M
$62.1K 0.01%
2,000
MELI icon
562
Mercado Libre
MELI
$85.2B
$60.8K 0.01%
26
ES icon
563
Eversource Energy
ES
$27.5B
$60.2K 0.01%
846
+300
BAH icon
564
Booz Allen Hamilton
BAH
$9.3B
$60.2K 0.01%
602
-50
MDY icon
565
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$23.8B
$59.6K ﹤0.01%
100
CUBE icon
566
CubeSmart
CUBE
$8.68B
$59.4K ﹤0.01%
1,462
PGF icon
567
Invesco Financial Preferred ETF
PGF
$731M
$58.5K ﹤0.01%
4,000
MRVL icon
568
Marvell Technology
MRVL
$76.6B
$56.5K ﹤0.01%
672
NUDM icon
569
Nuveen ESG International Developed Markets Equity ETF
NUDM
$634M
$56.2K ﹤0.01%
1,495
TTE icon
570
TotalEnergies
TTE
$173B
$56.2K ﹤0.01%
942
OPCH icon
571
Option Care Health
OPCH
$4.6B
$55.5K ﹤0.01%
+2,000
WOR icon
572
Worthington Enterprises
WOR
$2.33B
$55.4K ﹤0.01%
999
ODFL icon
573
Old Dominion Freight Line
ODFL
$36.7B
$55.1K ﹤0.01%
392
-131
TKR icon
574
Timken Company
TKR
$6.93B
$54.3K ﹤0.01%
722
EMN icon
575
Eastman Chemical
EMN
$8.05B
$54K ﹤0.01%
857
-203
21 22
23
24 25