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
$1.14B
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
$20.8B
$27.5K ﹤0.01%
571
RDIV icon
677
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$845M
$27.3K ﹤0.01%
570
EWW icon
678
iShares MSCI Mexico ETF
EWW
$2.01B
$27.1K ﹤0.01%
447
FTAI icon
679
FTAI Aviation
FTAI
$16.1B
$27K ﹤0.01%
235
DDOG icon
680
Datadog
DDOG
$63.8B
$26.9K ﹤0.01%
200
BKR icon
681
Baker Hughes
BKR
$47.9B
$26.8K ﹤0.01%
700
APH icon
682
Amphenol
APH
$163B
$26.5K ﹤0.01%
268
ONC
683
BeOne Medicines Ltd
ONC
$42.3B
$26.1K ﹤0.01%
108
FPF
684
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.14B
$25.9K ﹤0.01%
1,375
SOXL icon
685
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$13.9B
$25.9K ﹤0.01%
1,030
-335
MTRN icon
686
Materion
MTRN
$2.39B
$25.8K ﹤0.01%
325
-75
FHN icon
687
First Horizon
FHN
$10.4B
$25.7K ﹤0.01%
1,214
FRT icon
688
Federal Realty Investment Trust
FRT
$8.34B
$25.6K ﹤0.01%
270
NICE icon
689
Nice
NICE
$7.55B
$25.3K ﹤0.01%
150
ISVL icon
690
iShares International Developed Small Cap Value Factor ETF
ISVL
$49.3M
$25.2K ﹤0.01%
600
MAA icon
691
Mid-America Apartment Communities
MAA
$15.3B
$24.6K ﹤0.01%
166
DAL icon
692
Delta Air Lines
DAL
$37.1B
$24.6K ﹤0.01%
500
+2
BBH icon
693
VanEck Biotech ETF
BBH
$415M
$24.5K ﹤0.01%
160
MAR icon
694
Marriott International
MAR
$75.8B
$24.5K ﹤0.01%
90
-57
SCI icon
695
Service Corp International
SCI
$11.1B
$24.4K ﹤0.01%
300
DXYZ
696
Destiny Tech100
DXYZ
$325M
$24.4K ﹤0.01%
640
FUL icon
697
H.B. Fuller
FUL
$3.08B
$24.1K ﹤0.01%
400
VTWO icon
698
Vanguard Russell 2000 ETF
VTWO
$12.4B
$24K ﹤0.01%
276
+1
FV icon
699
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$24K ﹤0.01%
405
DELL icon
700
Dell
DELL
$82.5B
$23.8K ﹤0.01%
194
-50
26 27
28
29 30