AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Sells

1 +$9.38M
2 +$3.83M
3 +$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.82%
2 Financials 13.85%
3 Healthcare 10.23%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SAP icon
551
SAP
SAP
$188B
$66.6K 0.01%
274
VOOG icon
552
Vanguard S&P 500 Growth ETF
VOOG
$25.5B
$66.4K 0.01%
894
SPXL icon
553
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.53B
$66.2K 0.01%
300
XLI icon
554
State Street Industrial Select Sector SPDR ETF
XLI
$30.9B
$66.1K 0.01%
426
BRHY
555
BlackRock ETF Trust II iShares High Yield Active ETF
BRHY
$99.3M
$65.9K 0.01%
1,282
+29
ACWI icon
556
iShares MSCI ACWI ETF
ACWI
$32.2B
$65.4K 0.01%
462
TY icon
557
TRI-Continental Corp
TY
$1.84B
$65.3K 0.01%
2,000
SMCI icon
558
Super Micro Computer
SMCI
$19.2B
$65.3K 0.01%
2,230
+100
WELL icon
559
Welltower
WELL
$155B
$65K 0.01%
350
SPYD icon
560
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.29B
$64.9K 0.01%
1,500
EME icon
561
Emcor
EME
$41B
$64.8K 0.01%
106
MTD icon
562
Mettler-Toledo International
MTD
$20.7B
$64.1K 0.01%
46
-15
OPCH icon
563
Option Care Health
OPCH
$3.11B
$63.7K 0.01%
2,000
BABA icon
564
Alibaba
BABA
$350B
$62.3K 0.01%
425
WEC icon
565
WEC Energy
WEC
$36.5B
$61.9K 0.01%
587
SPG icon
566
Simon Property Group
SPG
$65B
$61.8K 0.01%
334
TTE icon
567
TotalEnergies
TTE
$203B
$61.6K 0.01%
942
BFAM icon
568
Bright Horizons
BFAM
$3.61B
$61.2K 0.01%
604
+10
UTG icon
569
Reaves Utility Income Fund
UTG
$3.93B
$61.2K 0.01%
1,674
-55
HII icon
570
Huntington Ingalls Industries
HII
$13.2B
$61.2K 0.01%
180
+55
TKR icon
571
Timken Company
TKR
$8.04B
$60.7K ﹤0.01%
722
FELG icon
572
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.58B
$60.5K ﹤0.01%
+1,451
MDY icon
573
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.2B
$60.3K ﹤0.01%
100
MKC icon
574
McCormick & Company Non-Voting
MKC
$12.3B
$60.3K ﹤0.01%
885
+112
IGHG icon
575
ProShares Investment Grade-Interest Rate Hedged
IGHG
$279M
$58.8K ﹤0.01%
+750