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
EEM icon
676
iShares MSCI Emerging Markets ETF
EEM
$21.4B
$27.5K ﹤0.01%
571
RDIV icon
677
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$851M
$27.3K ﹤0.01%
570
EWW icon
678
iShares MSCI Mexico ETF
EWW
$2.04B
$27.1K ﹤0.01%
447
FTAI icon
679
FTAI Aviation
FTAI
$17.9B
$27K ﹤0.01%
235
DDOG icon
680
Datadog
DDOG
$54.5B
$26.9K ﹤0.01%
200
BKR icon
681
Baker Hughes
BKR
$48B
$26.8K ﹤0.01%
700
APH icon
682
Amphenol
APH
$173B
$26.5K ﹤0.01%
268
ONC
683
BeOne Medicines Ltd
ONC
$34.6B
$26.1K ﹤0.01%
108
FPF
684
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.16B
$25.9K ﹤0.01%
1,375
SOXL icon
685
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$18.4B
$25.9K ﹤0.01%
1,030
-335
MTRN icon
686
Materion
MTRN
$2.53B
$25.8K ﹤0.01%
325
-75
FHN icon
687
First Horizon
FHN
$10.5B
$25.7K ﹤0.01%
1,214
FRT icon
688
Federal Realty Investment Trust
FRT
$8.32B
$25.6K ﹤0.01%
270
NICE icon
689
Nice
NICE
$8.31B
$25.3K ﹤0.01%
150
ISVL icon
690
iShares International Developed Small Cap Value Factor ETF
ISVL
$50.2M
$25.2K ﹤0.01%
600
MAA icon
691
Mid-America Apartment Communities
MAA
$14.9B
$24.6K ﹤0.01%
166
DAL icon
692
Delta Air Lines
DAL
$38.5B
$24.6K ﹤0.01%
500
+2
BBH icon
693
VanEck Biotech ETF
BBH
$391M
$24.5K ﹤0.01%
160
MAR icon
694
Marriott International
MAR
$72.2B
$24.5K ﹤0.01%
90
-57
SCI icon
695
Service Corp International
SCI
$11.3B
$24.4K ﹤0.01%
300
DXYZ
696
Destiny Tech100
DXYZ
$351M
$24.4K ﹤0.01%
640
FUL icon
697
H.B. Fuller
FUL
$3.22B
$24.1K ﹤0.01%
400
VTWO icon
698
Vanguard Russell 2000 ETF
VTWO
$13.2B
$24K ﹤0.01%
276
+1
FV icon
699
First Trust Dorsey Wright Focus 5 ETF
FV
$3.73B
$24K ﹤0.01%
405
DELL icon
700
Dell
DELL
$111B
$23.8K ﹤0.01%
194
-50