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
RDIV icon
676
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$865M
$29.7K ﹤0.01%
570
XLC icon
677
State Street Communication Services Select Sector SPDR ETF
XLC
$26.7B
$29.6K ﹤0.01%
250
-50
EEM icon
678
iShares MSCI Emerging Markets ETF
EEM
$20.1B
$29.4K ﹤0.01%
550
-21
IBIT icon
679
iShares Bitcoin Trust
IBIT
$68B
$29.3K ﹤0.01%
450
+305
FWONA icon
680
Liberty Media Series A
FWONA
$21.8B
$28.6K ﹤0.01%
300
AON icon
681
Aon
AON
$75.9B
$28.5K ﹤0.01%
80
DDOG icon
682
Datadog
DDOG
$49.5B
$28.5K ﹤0.01%
200
XLB icon
683
State Street Materials Select Sector SPDR ETF
XLB
$5.21B
$28.2K ﹤0.01%
315
LQD icon
684
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.7B
$28.2K ﹤0.01%
253
-9
DELL icon
685
Dell
DELL
$88.6B
$27.5K ﹤0.01%
194
FHN icon
686
First Horizon
FHN
$11.6B
$27.4K ﹤0.01%
1,214
GDDY icon
687
GoDaddy
GDDY
$16.8B
$27.4K ﹤0.01%
200
FRT icon
688
Federal Realty Investment Trust
FRT
$8.71B
$27.4K ﹤0.01%
270
KDP icon
689
Keurig Dr Pepper
KDP
$39.2B
$27.2K ﹤0.01%
1,067
-1,500
ISVL icon
690
iShares International Developed Small Cap Value Factor ETF
ISVL
$70.4M
$27.1K ﹤0.01%
600
VTWO icon
691
Vanguard Russell 2000 ETF
VTWO
$13.9B
$27.1K ﹤0.01%
277
+1
DAL icon
692
Delta Air Lines
DAL
$46.8B
$27K ﹤0.01%
476
-24
BBH icon
693
VanEck Biotech ETF
BBH
$376M
$26.5K ﹤0.01%
160
FPF
694
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.12B
$26.3K ﹤0.01%
1,375
RVTY icon
695
Revvity
RVTY
$11B
$26.3K ﹤0.01%
300
CC icon
696
Chemours
CC
$1.77B
$26.2K ﹤0.01%
1,654
-131
ITT icon
697
ITT
ITT
$14.9B
$25.9K ﹤0.01%
145
EOG icon
698
EOG Resources
EOG
$55.7B
$25.7K ﹤0.01%
230
-22
FV icon
699
First Trust Dorsey Wright Focus 5 ETF
FV
$3.59B
$25.1K ﹤0.01%
405
SCI icon
700
Service Corp International
SCI
$10.9B
$25K ﹤0.01%
300
26 27
28
29 30