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
NUDM icon
576
Nuveen ESG International Developed Markets Equity ETF
NUDM
$620M
$47.6K ﹤0.01%
1,495
BUD icon
577
AB InBev
BUD
$117B
$47.5K ﹤0.01%
772
WBA
578
DELISTED
Walgreens Boots Alliance
WBA
$47K ﹤0.01%
4,208
-4,881
PPL icon
579
PPL Corp
PPL
$27.2B
$46.9K ﹤0.01%
1,300
BANC icon
580
Banc of California
BANC
$2.65B
$46.6K ﹤0.01%
3,284
IUS icon
581
Invesco RAFI Strategic US ETF
IUS
$676M
$46.4K ﹤0.01%
940
WELL icon
582
Welltower
WELL
$124B
$46K ﹤0.01%
+300
A icon
583
Agilent Technologies
A
$40.6B
$45.6K ﹤0.01%
390
PKG icon
584
Packaging Corp of America
PKG
$17.7B
$45.1K ﹤0.01%
228
EXPO icon
585
Exponent
EXPO
$3.37B
$45K ﹤0.01%
555
MAC icon
586
Macerich
MAC
$4.28B
$44.1K ﹤0.01%
2,570
OBDC icon
587
Blue Owl Capital
OBDC
$6.55B
$44K ﹤0.01%
3,000
AME icon
588
Ametek
AME
$45.8B
$43.9K ﹤0.01%
255
PANW icon
589
Palo Alto Networks
PANW
$148B
$43.7K ﹤0.01%
256
+100
XOP icon
590
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.79B
$43.6K ﹤0.01%
331
DPST icon
591
Direxion Daily Regional Banks Bull 3X Shares
DPST
$559M
$43.3K ﹤0.01%
500
HWM icon
592
Howmet Aerospace
HWM
$81.3B
$43.2K ﹤0.01%
333
YUMC icon
593
Yum China
YUMC
$15.8B
$42.2K ﹤0.01%
810
ANET icon
594
Arista Networks
ANET
$199B
$41.8K ﹤0.01%
540
MRVL icon
595
Marvell Technology
MRVL
$76.4B
$41.4K ﹤0.01%
672
PLTR icon
596
Palantir
PLTR
$462B
$40.4K ﹤0.01%
479
-347
ITB icon
597
iShares US Home Construction ETF
ITB
$3.05B
$40.3K ﹤0.01%
423
RSPU icon
598
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$489M
$39.3K ﹤0.01%
565
-148
USFD icon
599
US Foods
USFD
$16.5B
$39.3K ﹤0.01%
600
-150
EME icon
600
Emcor
EME
$29B
$39.2K ﹤0.01%
106