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
$1.23B
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 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SMB icon
651
VanEck Short Muni ETF
SMB
$302M
$34.8K ﹤0.01%
2,000
WS icon
652
Worthington Steel
WS
$1.64B
$34.6K ﹤0.01%
999
FNX icon
653
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.21B
$34.4K ﹤0.01%
273
EFG icon
654
iShares MSCI EAFE Growth ETF
EFG
$9.27B
$34.3K ﹤0.01%
301
PNC icon
655
PNC Financial Services
PNC
$81.1B
$34.2K ﹤0.01%
164
IQLT icon
656
iShares MSCI Intl Quality Factor ETF
IQLT
$11.9B
$34.1K ﹤0.01%
750
IGV icon
657
iShares Expanded Tech-Software Sector ETF
IGV
$10.6B
$33.3K ﹤0.01%
315
ISCF icon
658
iShares International Small Cap Equity Factor ETF
ISCF
$576M
$33.2K ﹤0.01%
800
DAL icon
659
Delta Air Lines
DAL
$38.4B
$33K ﹤0.01%
476
FRA icon
660
BlackRock Floating Rate Income Strategies Fund
FRA
$377M
$33K ﹤0.01%
2,800
-800
ONC
661
BeOne Medicines Ltd
ONC
$31.5B
$32.8K ﹤0.01%
108
TUR icon
662
iShares MSCI Turkey ETF
TUR
$298M
$32.6K ﹤0.01%
947
DNP icon
663
DNP Select Income Fund
DNP
$3.89B
$32.2K ﹤0.01%
3,226
HYHG icon
664
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$163M
$32.2K ﹤0.01%
+500
AIT icon
665
Applied Industrial Technologies
AIT
$9.54B
$32.1K ﹤0.01%
+125
BKR icon
666
Baker Hughes
BKR
$53.6B
$31.9K ﹤0.01%
700
CNP icon
667
CenterPoint Energy
CNP
$28.8B
$31.8K ﹤0.01%
829
MTRN icon
668
Materion
MTRN
$2.82B
$31.1K ﹤0.01%
250
EWW icon
669
iShares MSCI Mexico ETF
EWW
$2.32B
$31K ﹤0.01%
447
SMA
670
SmartStop Self Storage REIT
SMA
$1.82B
$30.9K ﹤0.01%
+1,000
FTXN icon
671
First Trust Nasdaq Oil & Gas ETF
FTXN
$135M
$30.9K ﹤0.01%
1,105
VCIT icon
672
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.5B
$30.7K ﹤0.01%
367
+4
BBH icon
673
VanEck Biotech ETF
BBH
$369M
$30.3K ﹤0.01%
160
NUDM icon
674
Nuveen ESG International Developed Markets Equity ETF
NUDM
$626M
$30.3K ﹤0.01%
836
-659
KDP icon
675
Keurig Dr Pepper
KDP
$37.2B
$30.2K ﹤0.01%
1,076
+9