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
GILD icon
626
Gilead Sciences
GILD
$147B
$33.6K ﹤0.01%
300
FTXN icon
627
First Trust Nasdaq Oil & Gas ETF
FTXN
$113M
$33.5K ﹤0.01%
1,105
FXH icon
628
First Trust Health Care AlphaDEX Fund
FXH
$925M
$33.2K ﹤0.01%
320
MFIC icon
629
MidCap Financial Investment
MFIC
$1.13B
$33.1K ﹤0.01%
2,577
IWX icon
630
iShares Russell Top 200 Value ETF
IWX
$2.87B
$32.9K ﹤0.01%
400
DRLL icon
631
Strive US Energy ETF
DRLL
$254M
$32.7K ﹤0.01%
1,100
MTRN icon
632
Materion
MTRN
$2.39B
$32.6K ﹤0.01%
400
EOG icon
633
EOG Resources
EOG
$57.6B
$32K ﹤0.01%
250
+2
AON icon
634
Aon
AON
$70.8B
$31.9K ﹤0.01%
80
DNP icon
635
DNP Select Income Fund
DNP
$3.79B
$31.9K ﹤0.01%
3,226
RVTY icon
636
Revvity
RVTY
$10.6B
$31.7K ﹤0.01%
300
RWJ icon
637
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.58B
$31.6K ﹤0.01%
777
BEN icon
638
Franklin Resources
BEN
$11.8B
$31.5K ﹤0.01%
1,639
-981
SPEM icon
639
SPDR Portfolio Emerging Markets ETF
SPEM
$14.7B
$31.5K ﹤0.01%
800
TMUS icon
640
T-Mobile US
TMUS
$236B
$31.2K ﹤0.01%
117
TUR icon
641
iShares MSCI Turkey ETF
TUR
$167M
$31.1K ﹤0.01%
947
CEG icon
642
Constellation Energy
CEG
$119B
$31.1K ﹤0.01%
154
HPF
643
John Hancock Preferred Income Fund II
HPF
$361M
$31K ﹤0.01%
1,863
BKR icon
644
Baker Hughes
BKR
$47.9B
$30.8K ﹤0.01%
700
ABR icon
645
Arbor Realty Trust
ABR
$2.22B
$30.7K ﹤0.01%
2,615
+88
ETG
646
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.67B
$30.7K ﹤0.01%
1,683
FIX icon
647
Comfort Systems
FIX
$34B
$30.3K ﹤0.01%
94
NVT icon
648
nVent Electric
NVT
$16.8B
$30.3K ﹤0.01%
578
IGV icon
649
iShares Expanded Tech-Software Sector ETF
IGV
$10.2B
$30.2K ﹤0.01%
339
EFG icon
650
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$30.1K ﹤0.01%
301