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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALE icon
726
Allete
ALE
$3.91B
$19.2K ﹤0.01%
300
EXE
727
Expand Energy Corp
EXE
$24.1B
$18.7K ﹤0.01%
160
-5
XYZ
728
Block Inc
XYZ
$47.4B
$18.5K ﹤0.01%
273
-18
MPWR icon
729
Monolithic Power Systems
MPWR
$53.3B
$18.3K ﹤0.01%
25
HPF
730
John Hancock Preferred Income Fund II
HPF
$361M
$18.2K ﹤0.01%
1,153
-710
ICF icon
731
iShares Select U.S. REIT ETF
ICF
$1.9B
$18K ﹤0.01%
295
-75
CR icon
732
Crane Co
CR
$11.2B
$18K ﹤0.01%
95
EAT icon
733
Brinker International
EAT
$5.33B
$18K ﹤0.01%
100
IWP icon
734
iShares Russell Mid-Cap Growth ETF
IWP
$20.9B
$18K ﹤0.01%
130
SEIC icon
735
SEI Investments
SEIC
$9.96B
$18K ﹤0.01%
200
CASY icon
736
Casey's General Stores
CASY
$19.7B
$17.9K ﹤0.01%
35
ARKK icon
737
ARK Innovation ETF
ARKK
$9.38B
$17.6K ﹤0.01%
250
DPST icon
738
Direxion Daily Regional Banks Bull 3X Shares
DPST
$595M
$17.4K ﹤0.01%
200
-300
VMBS icon
739
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.1B
$17.2K ﹤0.01%
+371
MSCI icon
740
MSCI
MSCI
$42.7B
$16.7K ﹤0.01%
29
+4
QYLD icon
741
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.44B
$16.7K ﹤0.01%
1,000
CFFI icon
742
C&F Financial
CFFI
$224M
$16.5K ﹤0.01%
268
VONV icon
743
Vanguard Russell 1000 Value ETF
VONV
$13.8B
$16.5K ﹤0.01%
194
LBTYA icon
744
Liberty Global Class A
LBTYA
$3.73B
$16.5K ﹤0.01%
1,650
PNFP icon
745
Pinnacle Financial Partners
PNFP
$6.66B
$16.3K ﹤0.01%
148
MUSA icon
746
Murphy USA
MUSA
$7.72B
$16.3K ﹤0.01%
40
VNQI icon
747
Vanguard Global ex-US Real Estate ETF
VNQI
$3.54B
$16K ﹤0.01%
347
CHD icon
748
Church & Dwight Co
CHD
$20.1B
$15.5K ﹤0.01%
161
TJX icon
749
TJX Companies
TJX
$159B
$15.3K ﹤0.01%
124
F icon
750
Ford
F
$53.2B
$15.3K ﹤0.01%
1,409
28 29
30
31 32