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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$2.04M
3 +$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1 +$20.2M
2 +$1.22M
3 +$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FWONA icon
676
Liberty Media Series A
FWONA
$22.5B
$24.4K ﹤0.01%
300
-200
SIXG
677
Defiance Connective Technologies ETF
SIXG
$797M
$24.4K ﹤0.01%
575
EXC icon
678
Exelon
EXC
$47.5B
$24.4K ﹤0.01%
529
+4
CC icon
679
Chemours
CC
$1.96B
$24.1K ﹤0.01%
1,780
+4
SCI icon
680
Service Corp International
SCI
$11.7B
$24.1K ﹤0.01%
300
ALC icon
681
Alcon
ALC
$36.7B
$23.7K ﹤0.01%
250
ACHR icon
682
Archer Aviation
ACHR
$7.09B
$23.6K ﹤0.01%
3,324
FHN icon
683
First Horizon
FHN
$10.5B
$23.6K ﹤0.01%
1,214
VST icon
684
Vistra
VST
$64.3B
$23.5K ﹤0.01%
200
LQD icon
685
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.1B
$23.5K ﹤0.01%
216
DTE icon
686
DTE Energy
DTE
$28.7B
$23.4K ﹤0.01%
169
NICE icon
687
Nice
NICE
$8.37B
$23.1K ﹤0.01%
150
USIG icon
688
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.2B
$22.9K ﹤0.01%
448
EWW icon
689
iShares MSCI Mexico ETF
EWW
$2.01B
$22.8K ﹤0.01%
447
ICF icon
690
iShares Select U.S. REIT ETF
ICF
$1.89B
$22.8K ﹤0.01%
370
DXYZ
691
Destiny Tech100
DXYZ
$363M
$22.6K ﹤0.01%
640
POOL icon
692
Pool Corp
POOL
$10.3B
$22.6K ﹤0.01%
71
FUL icon
693
H.B. Fuller
FUL
$3.11B
$22.4K ﹤0.01%
400
ISVL icon
694
iShares International Developed Small Cap Value Factor ETF
ISVL
$49.8M
$22.3K ﹤0.01%
600
DELL icon
695
Dell
DELL
$108B
$22.2K ﹤0.01%
244
FV icon
696
First Trust Dorsey Wright Focus 5 ETF
FV
$3.68B
$22.2K ﹤0.01%
405
VTWO icon
697
Vanguard Russell 2000 ETF
VTWO
$12.9B
$22.2K ﹤0.01%
+275
JHMM icon
698
John Hancock Multifactor Mid Cap ETF
JHMM
$4.37B
$22.1K ﹤0.01%
385
SOXL icon
699
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$17.5B
$21.8K ﹤0.01%
1,365
+80
DAL icon
700
Delta Air Lines
DAL
$37.3B
$21.7K ﹤0.01%
498
+116