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
BKR icon
651
Baker Hughes
BKR
$46.3B
$34.1K ﹤0.01%
700
A icon
652
Agilent Technologies
A
$39.8B
$34K ﹤0.01%
265
GILD icon
653
Gilead Sciences
GILD
$149B
$33.3K ﹤0.01%
300
ICOW icon
654
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.44B
$33.2K ﹤0.01%
912
+1
APH icon
655
Amphenol
APH
$159B
$33.2K ﹤0.01%
268
IQLT icon
656
iShares MSCI Intl Quality Factor ETF
IQLT
$13.5B
$33.1K ﹤0.01%
750
PNC icon
657
PNC Financial Services
PNC
$82.6B
$33K ﹤0.01%
164
ISCF icon
658
iShares International Small Cap Equity Factor ETF
ISCF
$544M
$32.9K ﹤0.01%
800
FUN icon
659
Cedar Fair
FUN
$1.49B
$32.7K ﹤0.01%
1,440
TUR icon
660
iShares MSCI Turkey ETF
TUR
$203M
$32.4K ﹤0.01%
947
DNP icon
661
DNP Select Income Fund
DNP
$3.73B
$32.3K ﹤0.01%
3,226
CNP icon
662
CenterPoint Energy
CNP
$24.9B
$32.2K ﹤0.01%
829
PANW icon
663
Palo Alto Networks
PANW
$130B
$31.9K ﹤0.01%
157
+1
DRLL icon
664
Strive US Energy ETF
DRLL
$244M
$31.6K ﹤0.01%
1,100
FTXN icon
665
First Trust Nasdaq Oil & Gas ETF
FTXN
$101M
$31.4K ﹤0.01%
1,105
NSIT icon
666
Insight Enterprises
NSIT
$2.57B
$31.2K ﹤0.01%
275
MFIC icon
667
MidCap Financial Investment
MFIC
$1.11B
$30.9K ﹤0.01%
2,577
TSN icon
668
Tyson Foods
TSN
$21B
$30.8K ﹤0.01%
568
+1
HMC icon
669
Honda
HMC
$40.4B
$30.8K ﹤0.01%
1,000
VV icon
670
Vanguard Large-Cap ETF
VV
$47B
$30.8K ﹤0.01%
100
VCIT icon
671
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.4B
$30.6K ﹤0.01%
363
+3
EWW icon
672
iShares MSCI Mexico ETF
EWW
$1.94B
$30.5K ﹤0.01%
447
WS icon
673
Worthington Steel
WS
$1.82B
$30.4K ﹤0.01%
999
GUT
674
Gabelli Utility Trust
GUT
$530M
$30.4K ﹤0.01%
5,000
MTRN icon
675
Materion
MTRN
$2.65B
$30.2K ﹤0.01%
250
-75