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
HEI.A icon
601
HEICO Corp Class A
HEI.A
$33.6B
$39K ﹤0.01%
185
THO icon
602
Thor Industries
THO
$5.44B
$38.5K ﹤0.01%
508
IEO icon
603
iShares US Oil & Gas Exploration & Production ETF
IEO
$448M
$38.2K ﹤0.01%
404
GSLC icon
604
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$38.2K ﹤0.01%
347
GPI icon
605
Group 1 Automotive
GPI
$5B
$38.2K ﹤0.01%
100
CHCT
606
Community Healthcare Trust
CHCT
$423M
$38.1K ﹤0.01%
+2,101
HOOD icon
607
Robinhood
HOOD
$123B
$38.1K ﹤0.01%
915
-385
HR icon
608
Healthcare Realty
HR
$6.24B
$37.6K ﹤0.01%
+2,226
SMG icon
609
ScottsMiracle-Gro
SMG
$3.07B
$37.3K ﹤0.01%
679
SPIB icon
610
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$37.3K ﹤0.01%
1,121
TSN icon
611
Tyson Foods
TSN
$18.3B
$36.2K ﹤0.01%
567
+1
GDDY icon
612
GoDaddy
GDDY
$17.5B
$36K ﹤0.01%
200
MYI icon
613
BlackRock MuniYield Quality Fund III
MYI
$731M
$36K ﹤0.01%
3,275
CP icon
614
Canadian Pacific Kansas City
CP
$66.7B
$35.1K ﹤0.01%
500
IYJ icon
615
iShares US Industrials ETF
IYJ
$1.69B
$35K ﹤0.01%
269
IYY icon
616
iShares Dow Jones US ETF
IYY
$2.72B
$35K ﹤0.01%
257
PFG icon
617
Principal Financial Group
PFG
$18.2B
$34.9K ﹤0.01%
414
-100
MAR icon
618
Marriott International
MAR
$71.2B
$34.9K ﹤0.01%
147
+1
IGM icon
619
iShares Expanded Tech Sector ETF
IGM
$10B
$34.8K ﹤0.01%
384
FNDF icon
620
Schwab Fundamental International Large Company Index ETF
FNDF
$18.5B
$34.5K ﹤0.01%
954
ICLN icon
621
iShares Global Clean Energy ETF
ICLN
$1.84B
$34.3K ﹤0.01%
+3,000
CDNS icon
622
Cadence Design Systems
CDNS
$91.6B
$34.1K ﹤0.01%
134
EDIV icon
623
SPDR S&P Emerging Markets Dividend ETF
EDIV
$869M
$33.9K ﹤0.01%
950
MCHP icon
624
Microchip Technology
MCHP
$33.5B
$33.9K ﹤0.01%
700
MDYG icon
625
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.42B
$33.9K ﹤0.01%
426