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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
A icon
651
Agilent Technologies
A
$40.6B
$31.3K ﹤0.01%
265
-125
ISCF icon
652
iShares International Small Cap Equity Factor ETF
ISCF
$495M
$31K ﹤0.01%
800
ICOW icon
653
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.34B
$31K ﹤0.01%
911
+1
PNC icon
654
PNC Financial Services
PNC
$71B
$30.6K ﹤0.01%
164
TUR icon
655
iShares MSCI Turkey ETF
TUR
$168M
$30.6K ﹤0.01%
947
CNP icon
656
CenterPoint Energy
CNP
$25.4B
$30.5K ﹤0.01%
829
-521
SIXG
657
Defiance Connective Technologies ETF
SIXG
$794M
$30.3K ﹤0.01%
575
HII icon
658
Huntington Ingalls Industries
HII
$11.7B
$30.2K ﹤0.01%
125
+100
EOG icon
659
EOG Resources
EOG
$57.9B
$30.1K ﹤0.01%
252
+2
FTXN icon
660
First Trust Nasdaq Oil & Gas ETF
FTXN
$113M
$30.1K ﹤0.01%
1,105
SNRE
661
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$30K ﹤0.01%
530
VCIT icon
662
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58B
$29.9K ﹤0.01%
360
-398
DRLL icon
663
Strive US Energy ETF
DRLL
$256M
$29.9K ﹤0.01%
1,100
CNH
664
CNH Industrial
CNH
$13.3B
$29.8K ﹤0.01%
2,300
WS icon
665
Worthington Steel
WS
$1.62B
$29.8K ﹤0.01%
999
RVTY icon
666
Revvity
RVTY
$11.1B
$29K ﹤0.01%
300
GUT
667
Gabelli Utility Trust
GUT
$537M
$29K ﹤0.01%
5,000
ABR icon
668
Arbor Realty Trust
ABR
$2.22B
$28.9K ﹤0.01%
2,697
+82
HMC icon
669
Honda
HMC
$40.5B
$28.8K ﹤0.01%
1,000
LQD icon
670
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$28.7K ﹤0.01%
262
+46
AON icon
671
Aon
AON
$70.3B
$28.5K ﹤0.01%
80
VV icon
672
Vanguard Large-Cap ETF
VV
$47.7B
$28.5K ﹤0.01%
100
FWONA icon
673
Liberty Media Series A
FWONA
$22B
$28.5K ﹤0.01%
300
XLB icon
674
Materials Select Sector SPDR Fund
XLB
$5.4B
$27.7K ﹤0.01%
315
BEN icon
675
Franklin Resources
BEN
$11.9B
$27.7K ﹤0.01%
1,160
-479
25 26
27
28 29