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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
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$1.36M
3 +$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1 +$21.1M
2 +$6.19M
3 +$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPEM icon
626
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$37.5K ﹤0.01%
800
EDIV icon
627
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.26B
$37.5K ﹤0.01%
950
PFG icon
628
Principal Financial Group
PFG
$23.7B
$37.3K ﹤0.01%
414
CDNS icon
629
Cadence Design Systems
CDNS
$106B
$37.2K ﹤0.01%
134
HR icon
630
Healthcare Realty
HR
$7.1B
$36.7K ﹤0.01%
2,159
TUR icon
631
iShares MSCI Turkey ETF
TUR
$194M
$36.6K ﹤0.01%
947
MTRN icon
632
Materion
MTRN
$5.12B
$36.2K ﹤0.01%
250
OCSL icon
633
Oaktree Specialty Lending
OCSL
$1.06B
$36.2K ﹤0.01%
3,200
FELC icon
634
Fidelity Enhanced Large Cap Core ETF
FELC
$7.51B
$36.1K ﹤0.01%
994
AN icon
635
AutoNation
AN
$6.49B
$35.9K ﹤0.01%
184
CHCT
636
Community Healthcare Trust
CHCT
$511M
$35.9K ﹤0.01%
2,257
+61
PNC icon
637
PNC Financial Services
PNC
$93.9B
$35.8K ﹤0.01%
172
+8
GIS icon
638
General Mills
GIS
$18B
$35.7K ﹤0.01%
959
+6
ARE icon
639
Alexandria Real Estate Equities
ARE
$9.2B
$35.1K ﹤0.01%
757
+8
FXH icon
640
First Trust Health Care AlphaDEX Fund
FXH
$892M
$35.1K ﹤0.01%
320
CC icon
641
Chemours
CC
$3.24B
$35.1K ﹤0.01%
1,594
+3
FNX icon
642
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.37B
$35K ﹤0.01%
273
IQLT icon
643
iShares MSCI Intl Quality Factor ETF
IQLT
$13.5B
$34.7K ﹤0.01%
750
SMB icon
644
VanEck Short Muni ETF
SMB
$305M
$34.6K ﹤0.01%
2,000
NVG icon
645
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.71B
$34.5K ﹤0.01%
2,800
-1,200
NU icon
646
Nu Holdings
NU
$58.8B
$34.5K ﹤0.01%
2,400
RDVY icon
647
First Trust Rising Dividend Achievers ETF
RDVY
$23.1B
$34.1K ﹤0.01%
+500
APH icon
648
Amphenol
APH
$188B
$33.9K ﹤0.01%
268
ETG
649
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.76B
$33.9K ﹤0.01%
1,683
EWW icon
650
iShares MSCI Mexico ETF
EWW
$2.04B
$33.6K ﹤0.01%
447