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
CNH
701
CNH Industrial
CNH
$12B
$25K ﹤0.01%
2,300
JHMM icon
702
John Hancock Multifactor Mid Cap ETF
JHMM
$4.58B
$24.9K ﹤0.01%
385
EXEL icon
703
Exelixis
EXEL
$11.1B
$24.8K ﹤0.01%
600
+500
CRWD icon
704
CrowdStrike
CRWD
$122B
$24.5K ﹤0.01%
+50
BB icon
705
BlackBerry
BB
$2.59B
$24.4K ﹤0.01%
5,000
CLF icon
706
Cleveland-Cliffs
CLF
$7.33B
$24.4K ﹤0.01%
2,000
USIG icon
707
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$24.2K ﹤0.01%
463
+15
EXC icon
708
Exelon
EXC
$43.9B
$24K ﹤0.01%
533
+4
DTE icon
709
DTE Energy
DTE
$26.7B
$23.9K ﹤0.01%
169
ADSK icon
710
Autodesk
ADSK
$62B
$23.5K ﹤0.01%
74
MAR icon
711
Marriott International
MAR
$81.8B
$23.3K ﹤0.01%
90
MAA icon
712
Mid-America Apartment Communities
MAA
$15.5B
$23.2K ﹤0.01%
166
BSMT icon
713
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$224M
$23.1K ﹤0.01%
+1,000
MPWR icon
714
Monolithic Power Systems
MPWR
$45.3B
$23K ﹤0.01%
25
USFD icon
715
US Foods
USFD
$17B
$23K ﹤0.01%
300
-300
AEE icon
716
Ameren
AEE
$26.5B
$22.4K ﹤0.01%
214
IDU icon
717
iShares US Utilities ETF
IDU
$1.75B
$22.3K ﹤0.01%
201
+1
NUEM icon
718
Nuveen ESG Emerging Markets Equity ETF
NUEM
$320M
$22.1K ﹤0.01%
620
IR icon
719
Ingersoll Rand
IR
$31.6B
$21.8K ﹤0.01%
264
NICE icon
720
Nice
NICE
$6.58B
$21.7K ﹤0.01%
150
ARKK icon
721
ARK Innovation ETF
ARKK
$7.64B
$21.6K ﹤0.01%
250
IJJ icon
722
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.99B
$21.4K ﹤0.01%
165
POOL icon
723
Pool Corp
POOL
$8.78B
$21.4K ﹤0.01%
69
-2
POWL icon
724
Powell Industries
POWL
$3.9B
$21.3K ﹤0.01%
70
OEF icon
725
iShares S&P 100 ETF
OEF
$28.6B
$21.3K ﹤0.01%
64