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
THO icon
576
Thor Industries
THO
$5.36B
$52.7K ﹤0.01%
508
BSJT icon
577
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$379M
$52.4K ﹤0.01%
2,430
+2,000
IUSB icon
578
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$51.9K ﹤0.01%
1,112
IUS icon
579
Invesco RAFI Strategic US ETF
IUS
$702M
$51.9K ﹤0.01%
940
MKC icon
580
McCormick & Company Non-Voting
MKC
$18.4B
$51.7K ﹤0.01%
773
EQIX icon
581
Equinix
EQIX
$74.8B
$50.9K ﹤0.01%
65
CEG icon
582
Constellation Energy
CEG
$112B
$50.8K ﹤0.01%
155
+1
DASH icon
583
DoorDash
DASH
$97.8B
$50.3K ﹤0.01%
185
+135
ACHR icon
584
Archer Aviation
ACHR
$5.75B
$50.2K ﹤0.01%
5,244
+1,000
PKG icon
585
Packaging Corp of America
PKG
$18.4B
$49.7K ﹤0.01%
228
SEE icon
586
Sealed Air
SEE
$6.19B
$49.5K ﹤0.01%
+1,400
PPL icon
587
PPL Corp
PPL
$25.3B
$49.2K ﹤0.01%
1,325
NVG icon
588
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.69B
$49.2K ﹤0.01%
4,000
FIX icon
589
Comfort Systems
FIX
$34.2B
$48.7K ﹤0.01%
59
PWR icon
590
Quanta Services
PWR
$65B
$48.5K ﹤0.01%
117
IGM icon
591
iShares Expanded Tech Sector ETF
IGM
$8.75B
$48.4K ﹤0.01%
384
GIS icon
592
General Mills
GIS
$25.1B
$47.8K ﹤0.01%
948
+3
KBR icon
593
KBR
KBR
$5.47B
$47.3K ﹤0.01%
1,000
-250
KHC icon
594
Kraft Heinz
KHC
$29B
$47.1K ﹤0.01%
1,810
-227
CDNS icon
595
Cadence Design Systems
CDNS
$86.7B
$47.1K ﹤0.01%
134
HEI.A icon
596
HEICO Corp Class A
HEI.A
$33.9B
$47K ﹤0.01%
185
AME icon
597
Ametek
AME
$46.8B
$46.8K ﹤0.01%
249
MAC icon
598
Macerich
MAC
$4.76B
$46.8K ﹤0.01%
2,570
FRA icon
599
BlackRock Floating Rate Income Strategies Fund
FRA
$414M
$46.7K ﹤0.01%
3,600
-355
DAR icon
600
Darling Ingredients
DAR
$5.72B
$46.3K ﹤0.01%
1,500
-500