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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1 +$8.97M
2 +$3.84M
3 +$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1 +$2.79M
2 +$2.32M
3 +$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MRVL icon
576
Marvell Technology
MRVL
$71.9B
$52K ﹤0.01%
672
FRA icon
577
BlackRock Floating Rate Income Strategies Fund
FRA
$428M
$52K ﹤0.01%
3,955
+10
WBD icon
578
Warner Bros
WBD
$56.3B
$51.9K ﹤0.01%
4,528
FSK icon
579
FS KKR Capital
FSK
$4.29B
$51.9K ﹤0.01%
2,500
EQIX icon
580
Equinix
EQIX
$76.3B
$51.7K ﹤0.01%
65
IUSB icon
581
iShares Core Universal USD Bond ETF
IUSB
$33.3B
$51.4K ﹤0.01%
+1,112
CHH icon
582
Choice Hotels
CHH
$4.26B
$51.4K ﹤0.01%
405
EQT icon
583
EQT Corp
EQT
$36.8B
$51K ﹤0.01%
875
+500
CEG icon
584
Constellation Energy
CEG
$106B
$49.8K ﹤0.01%
154
MCHP icon
585
Microchip Technology
MCHP
$27.9B
$49.3K ﹤0.01%
700
GIS icon
586
General Mills
GIS
$25.1B
$49K ﹤0.01%
945
-153
IUS icon
587
Invesco RAFI Strategic US ETF
IUS
$670M
$48.4K ﹤0.01%
940
HEI.A icon
588
HEICO Corp Class A
HEI.A
$33.7B
$47.9K ﹤0.01%
185
NVG icon
589
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$47.7K ﹤0.01%
4,000
AWR icon
590
American States Water
AWR
$2.86B
$47.2K ﹤0.01%
616
+4
WBA
591
DELISTED
Walgreens Boots Alliance
WBA
$46.7K ﹤0.01%
4,070
-138
USFD icon
592
US Foods
USFD
$15.9B
$46.2K ﹤0.01%
600
BANC icon
593
Banc of California
BANC
$2.52B
$46.1K ﹤0.01%
3,284
ACHR icon
594
Archer Aviation
ACHR
$4.83B
$46K ﹤0.01%
4,244
+920
THO icon
595
Thor Industries
THO
$5.09B
$45.1K ﹤0.01%
508
AME icon
596
Ametek
AME
$44B
$45.1K ﹤0.01%
249
-6
PPL icon
597
PPL Corp
PPL
$27.2B
$44.9K ﹤0.01%
1,325
+25
SMG icon
598
ScottsMiracle-Gro
SMG
$3.16B
$44.8K ﹤0.01%
679
PWR icon
599
Quanta Services
PWR
$63.7B
$44.2K ﹤0.01%
117
+87
FUN icon
600
Cedar Fair
FUN
$1.42B
$43.8K ﹤0.01%
1,440