AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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 13.94%
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
$38.3B
$31.3K ﹤0.01%
265
-125
ISCF icon
652
iShares International Small Cap Equity Factor ETF
ISCF
$585M
$31K ﹤0.01%
800
ICOW icon
653
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.51B
$31K ﹤0.01%
911
+1
PNC icon
654
PNC Financial Services
PNC
$88.7B
$30.6K ﹤0.01%
164
TUR icon
655
iShares MSCI Turkey ETF
TUR
$293M
$30.6K ﹤0.01%
947
CNP icon
656
CenterPoint Energy
CNP
$25.3B
$30.5K ﹤0.01%
829
-521
SIXG
657
Defiance Connective Technologies ETF
SIXG
$684M
$30.3K ﹤0.01%
575
HII icon
658
Huntington Ingalls Industries
HII
$16.2B
$30.2K ﹤0.01%
125
+100
EOG icon
659
EOG Resources
EOG
$58.4B
$30.1K ﹤0.01%
252
+2
FTXN icon
660
First Trust Nasdaq Oil & Gas ETF
FTXN
$101M
$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
$59.7B
$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
$13.6B
$29.8K ﹤0.01%
2,300
WS icon
665
Worthington Steel
WS
$2.05B
$29.8K ﹤0.01%
999
RVTY icon
666
Revvity
RVTY
$13.2B
$29K ﹤0.01%
300
GUT
667
Gabelli Utility Trust
GUT
$544M
$29K ﹤0.01%
5,000
ABR icon
668
Arbor Realty Trust
ABR
$1.51B
$28.9K ﹤0.01%
2,697
+82
HMC icon
669
Honda
HMC
$38.9B
$28.8K ﹤0.01%
1,000
LQD icon
670
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$27.2B
$28.7K ﹤0.01%
262
+46
AON icon
671
Aon
AON
$72.8B
$28.5K ﹤0.01%
80
VV icon
672
Vanguard Large-Cap ETF
VV
$47.9B
$28.5K ﹤0.01%
100
FWONA icon
673
Liberty Media Series A
FWONA
$20.3B
$28.5K ﹤0.01%
300
XLB icon
674
State Street Materials Select Sector SPDR ETF
XLB
$5.91B
$27.7K ﹤0.01%
630
BEN icon
675
Franklin Resources
BEN
$13.2B
$27.7K ﹤0.01%
1,160
-479
25 26
27
28 29