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
UBSI icon
726
United Bankshares
UBSI
$5.45B
$20.8K ﹤0.01%
542
VGIT icon
727
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.6B
$20.3K ﹤0.01%
339
+4
MLPX icon
728
Global X MLP & Energy Infrastructure ETF
MLPX
$3.19B
$20.3K ﹤0.01%
335
DPST icon
729
Direxion Daily Regional Banks Bull 3X ETF
DPST
$394M
$20.2K ﹤0.01%
200
DXYZ
730
Destiny Tech100
DXYZ
$562M
$19.6K ﹤0.01%
640
CFFI icon
731
C&F Financial
CFFI
$232M
$19.5K ﹤0.01%
268
ARKK icon
732
ARK Innovation ETF
ARKK
$6.29B
$19.2K ﹤0.01%
250
TJX icon
733
TJX Companies
TJX
$173B
$19K ﹤0.01%
124
BB icon
734
BlackBerry
BB
$1.98B
$18.9K ﹤0.01%
5,000
CC icon
735
Chemours
CC
$2.66B
$18.8K ﹤0.01%
1,591
-63
F icon
736
Ford
F
$47B
$18.6K ﹤0.01%
1,418
+4
HPF
737
John Hancock Preferred Income Fund II
HPF
$340M
$18.5K ﹤0.01%
1,153
LIT icon
738
Global X Lithium & Battery Tech ETF
LIT
$1.67B
$18.5K ﹤0.01%
285
EXE
739
Expand Energy Corp
EXE
$26B
$18.3K ﹤0.01%
166
+6
VONV icon
740
Vanguard Russell 1000 Value ETF
VONV
$16.2B
$17.9K ﹤0.01%
194
QYLD icon
741
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
$17.7K ﹤0.01%
1,000
ICF icon
742
iShares Select U.S. REIT ETF
ICF
$2.04B
$17.6K ﹤0.01%
295
-2
CR icon
743
Crane Co
CR
$10.2B
$17.5K ﹤0.01%
95
VMBS icon
744
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
$17.5K ﹤0.01%
371
MAR icon
745
Marriott International
MAR
$84.4B
$16.9K ﹤0.01%
55
-35
USHY icon
746
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.6B
$16.8K ﹤0.01%
449
+143
TXRH icon
747
Texas Roadhouse
TXRH
$11.2B
$16.6K ﹤0.01%
100
VTRS icon
748
Viatris
VTRS
$15.9B
$16.4K ﹤0.01%
1,320
+4
VNQI icon
749
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$16.4K ﹤0.01%
358
+11
JBL icon
750
Jabil
JBL
$26.4B
$16.4K ﹤0.01%
72
+9