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
OBDC icon
626
Blue Owl Capital
OBDC
$6.65B
$38.3K ﹤0.01%
3,000
SPIB icon
627
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$38K ﹤0.01%
1,121
RWJ icon
628
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.59B
$37.5K ﹤0.01%
777
SPEM icon
629
SPDR Portfolio Emerging Markets ETF
SPEM
$15.4B
$37.4K ﹤0.01%
800
IEO icon
630
iShares US Oil & Gas Exploration & Production ETF
IEO
$439M
$37.4K ﹤0.01%
404
FSK icon
631
FS KKR Capital
FSK
$4.25B
$37.3K ﹤0.01%
2,500
CP icon
632
Canadian Pacific Kansas City
CP
$67B
$37.2K ﹤0.01%
500
EDIV icon
633
SPDR S&P Emerging Markets Dividend ETF
EDIV
$968M
$36.9K ﹤0.01%
950
ONC
634
BeOne Medicines Ltd
ONC
$34.4B
$36.8K ﹤0.01%
108
MYI icon
635
BlackRock MuniYield Quality Fund III
MYI
$726M
$36.3K ﹤0.01%
3,275
IGV icon
636
iShares Expanded Tech-Software Sector ETF
IGV
$8.15B
$36.2K ﹤0.01%
315
-24
HII icon
637
Huntington Ingalls Industries
HII
$12.8B
$36K ﹤0.01%
125
SOXL icon
638
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$11.5B
$35.9K ﹤0.01%
1,030
ETG
639
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.71B
$35.6K ﹤0.01%
1,683
SIXG
640
Defiance Connective Technologies ETF
SIXG
$660M
$35.5K ﹤0.01%
575
IWX icon
641
iShares Russell Top 200 Value ETF
IWX
$3.09B
$35.2K ﹤0.01%
400
FXH icon
642
First Trust Health Care AlphaDEX Fund
FXH
$947M
$35.1K ﹤0.01%
320
SMB icon
643
VanEck Short Muni ETF
SMB
$293M
$34.8K ﹤0.01%
2,000
YUMC icon
644
Yum China
YUMC
$17.1B
$34.8K ﹤0.01%
810
IMSR
645
Terrestrial Energy
IMSR
$674M
$34.5K ﹤0.01%
2,100
PFG icon
646
Principal Financial Group
PFG
$19.9B
$34.3K ﹤0.01%
414
EFG icon
647
iShares MSCI EAFE Growth ETF
EFG
$9.45B
$34.3K ﹤0.01%
301
FNX icon
648
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.19B
$34.2K ﹤0.01%
273
CHCT
649
Community Healthcare Trust
CHCT
$436M
$34.1K ﹤0.01%
2,231
+68
BEN icon
650
Franklin Resources
BEN
$12.2B
$34.1K ﹤0.01%
1,475
+315