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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$1.36M
3 +$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1 +$21.1M
2 +$6.19M
3 +$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GWW icon
701
W.W. Grainger
GWW
$62B
$25.1K ﹤0.01%
23
+2
DAL icon
702
Delta Air Lines
DAL
$53.8B
$25.1K ﹤0.01%
377
-99
PULS icon
703
PGIM Ultra Short Bond ETF
PULS
$16.4B
$24.8K ﹤0.01%
+502
TXRH icon
704
Texas Roadhouse
TXRH
$11B
$24.8K ﹤0.01%
150
+50
MLPX icon
705
Global X MLP & Energy Infrastructure ETF
MLPX
$3.49B
$24.8K ﹤0.01%
335
SCI icon
706
Service Corp International
SCI
$10.2B
$24.8K ﹤0.01%
300
DTE icon
707
DTE Energy
DTE
$30.3B
$24.7K ﹤0.01%
169
FV icon
708
First Trust Dorsey Wright Focus 5 ETF
FV
$3.81B
$24.5K ﹤0.01%
405
HMC icon
709
Honda
HMC
$35.1B
$24.3K ﹤0.01%
1,000
BUD icon
710
AB InBev
BUD
$159B
$24.3K ﹤0.01%
350
-422
FPF
711
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.09B
$24.2K ﹤0.01%
1,375
DDOG icon
712
Datadog
DDOG
$83.4B
$24.2K ﹤0.01%
205
+5
FTI icon
713
TechnipFMC
FTI
$28.1B
$24.2K ﹤0.01%
350
+125
USIG icon
714
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$23.7K ﹤0.01%
463
IWY icon
715
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$23.6K ﹤0.01%
95
IDU icon
716
iShares US Utilities ETF
IDU
$1.4B
$23.6K ﹤0.01%
203
+1
AEE icon
717
Ameren
AEE
$30B
$23.6K ﹤0.01%
214
FVD icon
718
First Trust Value Line Dividend Fund
FVD
$8.06B
$23.5K ﹤0.01%
+500
FWONA icon
719
Liberty Media Series A
FWONA
$20.9B
$23.4K ﹤0.01%
300
SCHC icon
720
Schwab International Small-Cap Equity ETF
SCHC
$5.44B
$23.4K ﹤0.01%
+500
LQD icon
721
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
$23.2K ﹤0.01%
213
IR icon
722
Ingersoll Rand
IR
$28.6B
$22.6K ﹤0.01%
282
+18
UBSI icon
723
United Bankshares
UBSI
$6.2B
$22.4K ﹤0.01%
542
FNDX icon
724
Schwab Fundamental US Large Company Index ETF
FNDX
$25.6B
$22K ﹤0.01%
790
IJJ icon
725
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.63B
$21.9K ﹤0.01%
165