AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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 Buys

1 +$1.04M
2 +$1.01M
3 +$934K
4
BA icon
Boeing
BA
+$898K
5
VUG icon
Vanguard Growth ETF
VUG
+$857K

Top Sells

1 +$1.38M
2 +$907K
3 +$856K
4
AAPL icon
Apple
AAPL
+$850K
5
GLW icon
Corning
GLW
+$814K

Sector Composition

1 Technology 16.43%
2 Financials 13.18%
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
MLPX icon
726
Global X MLP & Energy Infrastructure ETF
MLPX
$2.58B
$21K ﹤0.01%
335
FNDX icon
727
Schwab Fundamental US Large Company Index ETF
FNDX
$22B
$20.8K ﹤0.01%
790
MGV icon
728
Vanguard Mega Cap Value ETF
MGV
$10.8B
$20.4K ﹤0.01%
148
UBSI icon
729
United Bankshares
UBSI
$5.46B
$20.2K ﹤0.01%
542
VGIT icon
730
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.6B
$20.1K ﹤0.01%
335
+1
CCI icon
731
Crown Castle
CCI
$39.6B
$20.1K ﹤0.01%
208
-360
GWW icon
732
W.W. Grainger
GWW
$48.6B
$20K ﹤0.01%
21
DPST icon
733
Direxion Daily Regional Banks Bull 3X Shares
DPST
$853M
$20K ﹤0.01%
200
ALE icon
734
Allete
ALE
$3.94B
$19.9K ﹤0.01%
300
HPF
735
John Hancock Preferred Income Fund II
HPF
$347M
$19.4K ﹤0.01%
1,153
PAYC icon
736
Paycom
PAYC
$9.15B
$19.1K ﹤0.01%
92
-2
MOS icon
737
The Mosaic Company
MOS
$7.89B
$19.1K ﹤0.01%
550
IWP icon
738
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$18.5K ﹤0.01%
130
ABR icon
739
Arbor Realty Trust
ABR
$1.64B
$18.5K ﹤0.01%
1,512
-1,185
ICF icon
740
iShares Select U.S. REIT ETF
ICF
$1.9B
$18.3K ﹤0.01%
297
+2
CFFI icon
741
C&F Financial
CFFI
$238M
$18K ﹤0.01%
268
TJX icon
742
TJX Companies
TJX
$173B
$17.9K ﹤0.01%
124
CR icon
743
Crane Co
CR
$11B
$17.5K ﹤0.01%
95
VMBS icon
744
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$17.4K ﹤0.01%
371
VONV icon
745
Vanguard Russell 1000 Value ETF
VONV
$14.5B
$17.3K ﹤0.01%
194
QYLD icon
746
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.03B
$17K ﹤0.01%
1,000
EXE
747
Expand Energy Corp
EXE
$26.9B
$17K ﹤0.01%
160
SEIC icon
748
SEI Investments
SEIC
$10.2B
$17K ﹤0.01%
200
F icon
749
Ford
F
$54.4B
$16.9K ﹤0.01%
1,414
+5
TXRH icon
750
Texas Roadhouse
TXRH
$11.1B
$16.6K ﹤0.01%
100
+50