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
$1.23B
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 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACHR icon
576
Archer Aviation
ACHR
$4.43B
$58.7K ﹤0.01%
7,809
+2,565
ODFL icon
577
Old Dominion Freight Line
ODFL
$37.7B
$58.3K ﹤0.01%
372
-20
SEE icon
578
Sealed Air
SEE
$6.17B
$58K ﹤0.01%
1,400
MRVL icon
579
Marvell Technology
MRVL
$76.7B
$57.1K ﹤0.01%
672
PGF icon
580
Invesco Financial Preferred ETF
PGF
$725M
$56.6K ﹤0.01%
4,000
FIX icon
581
Comfort Systems
FIX
$48B
$55.1K ﹤0.01%
59
VV icon
582
Vanguard Large-Cap ETF
VV
$45.9B
$54.8K ﹤0.01%
174
+74
EMN icon
583
Eastman Chemical
EMN
$7.9B
$54.7K ﹤0.01%
857
CEG icon
584
Constellation Energy
CEG
$109B
$54.6K ﹤0.01%
155
IUS icon
585
Invesco RAFI Strategic US ETF
IUS
$712M
$53.7K ﹤0.01%
940
RSPU icon
586
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$544M
$52.8K ﹤0.01%
706
+202
CUBE icon
587
CubeSmart
CUBE
$8.78B
$52.7K ﹤0.01%
1,462
MELI icon
588
Mercado Libre
MELI
$84.7B
$52.4K ﹤0.01%
26
BSJT icon
589
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$465M
$52.3K ﹤0.01%
2,430
THO icon
590
Thor Industries
THO
$4.33B
$52.2K ﹤0.01%
508
WOR icon
591
Worthington Enterprises
WOR
$2.35B
$51.5K ﹤0.01%
999
AME icon
592
Ametek
AME
$49.1B
$51.1K ﹤0.01%
249
BAH icon
593
Booz Allen Hamilton
BAH
$9.44B
$50.8K ﹤0.01%
602
NVG icon
594
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.71B
$50.6K ﹤0.01%
4,000
EQIX icon
595
Equinix
EQIX
$95.3B
$49.8K ﹤0.01%
65
IGM icon
596
iShares Expanded Tech Sector ETF
IGM
$8.04B
$49.6K ﹤0.01%
384
BUD icon
597
AB InBev
BUD
$141B
$49.4K ﹤0.01%
772
PWR icon
598
Quanta Services
PWR
$83.6B
$49.4K ﹤0.01%
117
MAC icon
599
Macerich
MAC
$4.8B
$47.4K ﹤0.01%
2,570
PKG icon
600
Packaging Corp of America
PKG
$19.1B
$47K ﹤0.01%
228