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
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Sells

1 +$1.31M
2 +$859K
3 +$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.43%
2 Financials 13.19%
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
$140B
$46K ﹤0.01%
772
BLDR icon
602
Builders FirstSource
BLDR
$9.58B
$45.5K ﹤0.01%
375
AWR icon
603
American States Water
AWR
$2.91B
$45.5K ﹤0.01%
620
+4
ITB icon
604
iShares US Home Construction ETF
ITB
$2.39B
$45.4K ﹤0.01%
423
MCHP icon
605
Microchip Technology
MCHP
$33.9B
$45K ﹤0.01%
700
XOP icon
606
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$2.85B
$43.8K ﹤0.01%
331
GPI icon
607
Group 1 Automotive
GPI
$3.59B
$43.8K ﹤0.01%
100
EQT icon
608
EQT Corp
EQT
$40.4B
$43.5K ﹤0.01%
800
-75
CHH icon
609
Choice Hotels
CHH
$4.4B
$43.3K ﹤0.01%
405
NVT icon
610
nVent Electric
NVT
$17.4B
$42.4K ﹤0.01%
430
OCSL icon
611
Oaktree Specialty Lending
OCSL
$987M
$41.8K ﹤0.01%
3,200
IYY icon
612
iShares Dow Jones US ETF
IYY
$2.67B
$41.8K ﹤0.01%
257
FNDF icon
613
Schwab Fundamental International Large Company Index ETF
FNDF
$21.4B
$41K ﹤0.01%
955
HR icon
614
Healthcare Realty
HR
$6.36B
$41K ﹤0.01%
2,274
AN icon
615
AutoNation
AN
$6.41B
$40.3K ﹤0.01%
184
AIVL icon
616
WisdomTree US AI Enhanced Value Fund
AIVL
$380M
$40.2K ﹤0.01%
+351
IYJ icon
617
iShares US Industrials ETF
IYJ
$2.37B
$39.2K ﹤0.01%
269
FTAI icon
618
FTAI Aviation
FTAI
$24.3B
$39.2K ﹤0.01%
235
VST icon
619
Vistra
VST
$53.8B
$39.2K ﹤0.01%
200
MDYG icon
620
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.47B
$39K ﹤0.01%
426
IWY icon
621
iShares Russell Top 200 Growth ETF
IWY
$15.3B
$38.9K ﹤0.01%
142
+47
SMG icon
622
ScottsMiracle-Gro
SMG
$3.46B
$38.7K ﹤0.01%
679
RSPU icon
623
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$538M
$38.6K ﹤0.01%
504
+1
EXPO icon
624
Exponent
EXPO
$3.43B
$38.6K ﹤0.01%
555
NU icon
625
Nu Holdings
NU
$67.8B
$38.4K ﹤0.01%
2,400