AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Sells

1 +$9.38M
2 +$3.83M
3 +$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.82%
2 Financials 13.85%
3 Healthcare 10.23%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HEI.A icon
601
HEICO Corp Class A
HEI.A
$30.5B
$46.7K ﹤0.01%
185
PPL icon
602
PPL Corp
PPL
$26.9B
$46.4K ﹤0.01%
1,325
FTAI icon
603
FTAI Aviation
FTAI
$27.4B
$46.3K ﹤0.01%
235
IWX icon
604
iShares Russell Top 200 Value ETF
IWX
$3.45B
$45.9K ﹤0.01%
500
+100
AWR icon
605
American States Water
AWR
$3.04B
$45.3K ﹤0.01%
624
+4
MCHP icon
606
Microchip Technology
MCHP
$52.3B
$44.6K ﹤0.01%
700
GIS icon
607
General Mills
GIS
$17.9B
$44.3K ﹤0.01%
953
+5
DOW icon
608
Dow Inc
DOW
$28B
$44.2K ﹤0.01%
1,892
-1,481
KHC icon
609
Kraft Heinz
KHC
$27.5B
$44K ﹤0.01%
1,814
+4
NVT icon
610
nVent Electric
NVT
$28B
$43.9K ﹤0.01%
431
+1
SOXL icon
611
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$23.5B
$43.3K ﹤0.01%
1,030
IYY icon
612
iShares Dow Jones US ETF
IYY
$2.95B
$42.6K ﹤0.01%
257
DASH icon
613
DoorDash
DASH
$65B
$41.9K ﹤0.01%
185
CDNS icon
614
Cadence Design Systems
CDNS
$97.8B
$41.9K ﹤0.01%
134
XOP icon
615
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.51B
$41.8K ﹤0.01%
331
OCSL icon
616
Oaktree Specialty Lending
OCSL
$1.06B
$40.8K ﹤0.01%
3,200
ITB icon
617
iShares US Home Construction ETF
ITB
$2.42B
$40.7K ﹤0.01%
423
AIVL icon
618
WisdomTree US AI Enhanced Value Fund
AIVL
$400M
$40.6K ﹤0.01%
353
+2
KBR icon
619
KBR
KBR
$3.87B
$40.2K ﹤0.01%
1,000
NU icon
620
Nu Holdings
NU
$62.3B
$40.2K ﹤0.01%
2,400
IWR icon
621
iShares Russell Mid-Cap ETF
IWR
$52.8B
$40K ﹤0.01%
415
-754
IYJ icon
622
iShares US Industrials ETF
IYJ
$2.01B
$39.9K ﹤0.01%
269
SMG icon
623
ScottsMiracle-Gro
SMG
$3.42B
$39.6K ﹤0.01%
679
MDYG icon
624
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.77B
$39.4K ﹤0.01%
426
GPI icon
625
Group 1 Automotive
GPI
$3.9B
$39.3K ﹤0.01%
100