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
BUD icon
601
AB InBev
BUD
$127B
$46K ﹤0.01%
772
BLDR icon
602
Builders FirstSource
BLDR
$11.6B
$45.5K ﹤0.01%
375
AWR icon
603
American States Water
AWR
$2.86B
$45.5K ﹤0.01%
620
+4
ITB icon
604
iShares US Home Construction ETF
ITB
$2.68B
$45.4K ﹤0.01%
423
MCHP icon
605
Microchip Technology
MCHP
$36.3B
$45K ﹤0.01%
700
XOP icon
606
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.84B
$43.8K ﹤0.01%
331
GPI icon
607
Group 1 Automotive
GPI
$4.93B
$43.8K ﹤0.01%
100
EQT icon
608
EQT Corp
EQT
$34.4B
$43.5K ﹤0.01%
800
-75
CHH icon
609
Choice Hotels
CHH
$4.2B
$43.3K ﹤0.01%
405
NVT icon
610
nVent Electric
NVT
$16.6B
$42.4K ﹤0.01%
430
OCSL icon
611
Oaktree Specialty Lending
OCSL
$1.13B
$41.8K ﹤0.01%
3,200
IYY icon
612
iShares Dow Jones US ETF
IYY
$2.73B
$41.8K ﹤0.01%
257
FNDF icon
613
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$41K ﹤0.01%
955
HR icon
614
Healthcare Realty
HR
$6.06B
$41K ﹤0.01%
2,274
AN icon
615
AutoNation
AN
$7.53B
$40.3K ﹤0.01%
184
AIVL icon
616
WisdomTree US AI Enhanced Value Fund
AIVL
$385M
$40.2K ﹤0.01%
+351
IYJ icon
617
iShares US Industrials ETF
IYJ
$1.72B
$39.2K ﹤0.01%
269
FTAI icon
618
FTAI Aviation
FTAI
$17.5B
$39.2K ﹤0.01%
235
VST icon
619
Vistra
VST
$57B
$39.2K ﹤0.01%
200
MDYG icon
620
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.46B
$39K ﹤0.01%
426
IWY icon
621
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$38.9K ﹤0.01%
142
+47
SMG icon
622
ScottsMiracle-Gro
SMG
$3.39B
$38.7K ﹤0.01%
679
RSPU icon
623
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$513M
$38.6K ﹤0.01%
504
+1
EXPO icon
624
Exponent
EXPO
$3.73B
$38.6K ﹤0.01%
555
NU icon
625
Nu Holdings
NU
$80.7B
$38.4K ﹤0.01%
2,400