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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$2.04M
3 +$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1 +$20.2M
2 +$1.22M
3 +$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AEE icon
701
Ameren
AEE
$27.8B
$21.5K ﹤0.01%
214
MLPX icon
702
Global X MLP & Energy Infrastructure ETF
MLPX
$2.48B
$21.4K ﹤0.01%
335
IR icon
703
Ingersoll Rand
IR
$31.3B
$21.1K ﹤0.01%
264
GWW icon
704
W.W. Grainger
GWW
$45.7B
$20.7K ﹤0.01%
21
PAYC icon
705
Paycom
PAYC
$10.4B
$20.5K ﹤0.01%
94
IDU icon
706
iShares US Utilities ETF
IDU
$1.66B
$20.3K ﹤0.01%
200
IWY icon
707
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$20K ﹤0.01%
95
+10
EQT icon
708
EQT Corp
EQT
$32.7B
$20K ﹤0.01%
375
DDOG icon
709
Datadog
DDOG
$54.8B
$19.8K ﹤0.01%
200
VGIT icon
710
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$19.8K ﹤0.01%
334
ALE icon
711
Allete
ALE
$3.91B
$19.7K ﹤0.01%
300
FTV icon
712
Fortive
FTV
$16.3B
$19.7K ﹤0.01%
269
BHK icon
713
BlackRock Core Bond Trust
BHK
$701M
$19.5K ﹤0.01%
1,800
ADSK icon
714
Autodesk
ADSK
$64.1B
$19.4K ﹤0.01%
74
MGV icon
715
Vanguard Mega Cap Value ETF
MGV
$10.1B
$19.1K ﹤0.01%
148
LBTYA icon
716
Liberty Global Class A
LBTYA
$3.74B
$19K ﹤0.01%
1,650
BB icon
717
BlackBerry
BB
$2.82B
$18.9K ﹤0.01%
5,000
MUSA icon
718
Murphy USA
MUSA
$6.81B
$18.8K ﹤0.01%
40
UBSI icon
719
United Bankshares
UBSI
$5.05B
$18.8K ﹤0.01%
542
ITT icon
720
ITT
ITT
$14.6B
$18.7K ﹤0.01%
145
FNDX icon
721
Schwab Fundamental US Large Company Index ETF
FNDX
$20.9B
$18.7K ﹤0.01%
790
EXE
722
Expand Energy Corp
EXE
$23.9B
$18.4K ﹤0.01%
165
NUEM icon
723
Nuveen ESG Emerging Markets Equity ETF
NUEM
$330M
$18.1K ﹤0.01%
620
CFFI icon
724
C&F Financial
CFFI
$222M
$18.1K ﹤0.01%
268
CHD icon
725
Church & Dwight Co
CHD
$19.9B
$17.7K ﹤0.01%
161