AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Sells

1 +$9.38M
2 +$3.83M
3 +$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GDDY icon
701
GoDaddy
GDDY
$10.8B
$24.8K ﹤0.01%
200
DELL icon
702
Dell
DELL
$101B
$24.4K ﹤0.01%
194
EOG icon
703
EOG Resources
EOG
$71.8B
$24.3K ﹤0.01%
232
+2
DRLL icon
704
Strive US Energy ETF
DRLL
$304M
$24.3K ﹤0.01%
850
-250
USIG icon
705
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.3B
$24K ﹤0.01%
463
LQD icon
706
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.5B
$23.5K ﹤0.01%
213
-40
EXC icon
707
Exelon
EXC
$50.9B
$23.4K ﹤0.01%
538
+5
CRWD icon
708
CrowdStrike
CRWD
$112B
$23.4K ﹤0.01%
50
SCI icon
709
Service Corp International
SCI
$11.1B
$23.4K ﹤0.01%
300
MAA icon
710
Mid-America Apartment Communities
MAA
$14.8B
$23.1K ﹤0.01%
166
MPWR icon
711
Monolithic Power Systems
MPWR
$51.7B
$22.7K ﹤0.01%
25
USFD icon
712
US Foods
USFD
$20.9B
$22.6K ﹤0.01%
300
POWL icon
713
Powell Industries
POWL
$6.1B
$22.3K ﹤0.01%
70
FUN icon
714
Cedar Fair
FUN
$1.63B
$22.1K ﹤0.01%
1,440
OEF icon
715
iShares S&P 100 ETF
OEF
$27.8B
$21.9K ﹤0.01%
64
IDU icon
716
iShares US Utilities ETF
IDU
$1.48B
$21.9K ﹤0.01%
202
+1
ADSK icon
717
Autodesk
ADSK
$53B
$21.9K ﹤0.01%
74
DTE icon
718
DTE Energy
DTE
$31.1B
$21.8K ﹤0.01%
169
IJJ icon
719
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.88B
$21.7K ﹤0.01%
165
FNDX icon
720
Schwab Fundamental US Large Company Index ETF
FNDX
$23.5B
$21.5K ﹤0.01%
790
AEE icon
721
Ameren
AEE
$31B
$21.4K ﹤0.01%
214
CNH
722
CNH Industrial
CNH
$13.2B
$21.2K ﹤0.01%
2,300
GWW icon
723
W.W. Grainger
GWW
$50.9B
$21.2K ﹤0.01%
21
IR icon
724
Ingersoll Rand
IR
$32B
$20.9K ﹤0.01%
264
MGV icon
725
Vanguard Mega Cap Value ETF
MGV
$11.3B
$20.9K ﹤0.01%
148