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
JHMM icon
701
John Hancock Multifactor Mid Cap ETF
JHMM
$4.43B
$23.5K ﹤0.01%
385
IWY icon
702
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$23.4K ﹤0.01%
95
HOND
703
HCM II Acquisition Corp
HOND
$519M
$23.3K ﹤0.01%
+2,100
USIG icon
704
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.3B
$23K ﹤0.01%
448
EXC icon
705
Exelon
EXC
$47.6B
$23K ﹤0.01%
529
ADSK icon
706
Autodesk
ADSK
$63.8B
$22.9K ﹤0.01%
74
BB icon
707
BlackBerry
BB
$2.84B
$22.9K ﹤0.01%
5,000
ITT icon
708
ITT
ITT
$15.2B
$22.7K ﹤0.01%
145
DTE icon
709
DTE Energy
DTE
$28.9B
$22.4K ﹤0.01%
169
IR icon
710
Ingersoll Rand
IR
$31.9B
$22K ﹤0.01%
264
GWW icon
711
W.W. Grainger
GWW
$46.1B
$21.8K ﹤0.01%
21
PAYC icon
712
Paycom
PAYC
$10.7B
$21.8K ﹤0.01%
94
MLPX icon
713
Global X MLP & Energy Infrastructure ETF
MLPX
$2.48B
$21K ﹤0.01%
335
IDU icon
714
iShares US Utilities ETF
IDU
$1.67B
$20.9K ﹤0.01%
200
POOL icon
715
Pool Corp
POOL
$10.8B
$20.7K ﹤0.01%
71
NUEM icon
716
Nuveen ESG Emerging Markets Equity ETF
NUEM
$336M
$20.6K ﹤0.01%
620
AEE icon
717
Ameren
AEE
$27.7B
$20.6K ﹤0.01%
214
CC icon
718
Chemours
CC
$2.12B
$20.4K ﹤0.01%
1,785
+5
IJJ icon
719
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.99B
$20.4K ﹤0.01%
+165
MOS icon
720
The Mosaic Company
MOS
$9.15B
$20.1K ﹤0.01%
+550
VGIT icon
721
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$20K ﹤0.01%
334
UBSI icon
722
United Bankshares
UBSI
$5.11B
$19.7K ﹤0.01%
542
OEF icon
723
iShares S&P 100 ETF
OEF
$28.1B
$19.5K ﹤0.01%
64
MGV icon
724
Vanguard Mega Cap Value ETF
MGV
$10.2B
$19.4K ﹤0.01%
148
FNDX icon
725
Schwab Fundamental US Large Company Index ETF
FNDX
$21.2B
$19.4K ﹤0.01%
790