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
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Sells

1 +$1.31M
2 +$859K
3 +$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.43%
2 Financials 13.19%
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
$12.7B
$25K ﹤0.01%
2,300
JHMM icon
702
John Hancock Multifactor Mid Cap ETF
JHMM
$5.27B
$24.9K ﹤0.01%
385
EXEL icon
703
Exelixis
EXEL
$11.4B
$24.8K ﹤0.01%
600
+500
CRWD icon
704
CrowdStrike
CRWD
$116B
$24.5K ﹤0.01%
+50
BB icon
705
BlackBerry
BB
$3.07B
$24.4K ﹤0.01%
5,000
CLF icon
706
Cleveland-Cliffs
CLF
$6.11B
$24.4K ﹤0.01%
2,000
USIG icon
707
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17B
$24.2K ﹤0.01%
463
+15
EXC icon
708
Exelon
EXC
$48.1B
$24K ﹤0.01%
533
+4
DTE icon
709
DTE Energy
DTE
$30.9B
$23.9K ﹤0.01%
169
ADSK icon
710
Autodesk
ADSK
$50B
$23.5K ﹤0.01%
74
MAR icon
711
Marriott International
MAR
$95.8B
$23.3K ﹤0.01%
90
MAA icon
712
Mid-America Apartment Communities
MAA
$14.7B
$23.2K ﹤0.01%
166
BSMT icon
713
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$261M
$23.1K ﹤0.01%
+1,000
MPWR icon
714
Monolithic Power Systems
MPWR
$76.9B
$23K ﹤0.01%
25
USFD icon
715
US Foods
USFD
$20.1B
$23K ﹤0.01%
300
-300
AEE icon
716
Ameren
AEE
$31B
$22.4K ﹤0.01%
214
IDU icon
717
iShares US Utilities ETF
IDU
$1.71B
$22.3K ﹤0.01%
201
+1
NUEM icon
718
Nuveen ESG Emerging Markets Equity ETF
NUEM
$376M
$22.1K ﹤0.01%
620
IR icon
719
Ingersoll Rand
IR
$32.9B
$21.8K ﹤0.01%
264
NICE icon
720
Nice
NICE
$6.02B
$21.7K ﹤0.01%
150
ARKK icon
721
ARK Innovation ETF
ARKK
$7.14B
$21.6K ﹤0.01%
250
IJJ icon
722
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.5B
$21.4K ﹤0.01%
165
POOL icon
723
Pool Corp
POOL
$8.38B
$21.4K ﹤0.01%
69
-2
POWL icon
724
Powell Industries
POWL
$9.29B
$21.3K ﹤0.01%
210
OEF icon
725
iShares S&P 100 ETF
OEF
$19.5B
$21.3K ﹤0.01%
64