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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$1.36M
3 +$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1 +$21.1M
2 +$6.19M
3 +$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NSIT icon
726
Insight Enterprises
NSIT
$3.34B
$21.8K ﹤0.01%
325
SOLS
727
Solstice Advanced Materials
SOLS
$12.9B
$21.6K ﹤0.01%
283
+21
SPHQ icon
728
Invesco S&P 500 Quality ETF
SPHQ
$19.1B
$21.5K ﹤0.01%
+286
VONV icon
729
Vanguard Russell 1000 Value ETF
VONV
$19.9B
$21.5K ﹤0.01%
229
+35
MGV icon
730
Vanguard Mega Cap Value ETF
MGV
$12.8B
$21.5K ﹤0.01%
148
LIT icon
731
Global X Lithium & Battery Tech ETF
LIT
$2.04B
$21.2K ﹤0.01%
286
+1
DFIV icon
732
Dimensional International Value ETF
DFIV
$20B
$21.2K ﹤0.01%
+401
LDOS icon
733
Leidos
LDOS
$15.4B
$21K ﹤0.01%
135
+100
IBIT icon
734
iShares Bitcoin Trust
IBIT
$49.2B
$20.4K ﹤0.01%
530
+5
OEF icon
735
iShares S&P 100 ETF
OEF
$19.9B
$20.4K ﹤0.01%
64
MAA icon
736
Mid-America Apartment Communities
MAA
$16.1B
$20.3K ﹤0.01%
167
+1
VGIT icon
737
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$20.3K ﹤0.01%
341
+2
TJX icon
738
TJX Companies
TJX
$186B
$19.8K ﹤0.01%
124
MUSA icon
739
Murphy USA
MUSA
$11.5B
$19.8K ﹤0.01%
40
CFFI icon
740
C&F Financial
CFFI
$251M
$19.5K ﹤0.01%
268
JBL icon
741
Jabil
JBL
$39.8B
$19.1K ﹤0.01%
72
EQT icon
742
EQT Corp
EQT
$32B
$19.1K ﹤0.01%
300
QYLD icon
743
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.31B
$18.9K ﹤0.01%
1,100
+100
MRSH
744
Marsh
MRSH
$81B
$18.8K ﹤0.01%
108
-421
TTC icon
745
Toro Company
TTC
$8.78B
$18.7K ﹤0.01%
200
SU icon
746
Suncor Energy
SU
$73B
$18.5K ﹤0.01%
280
IYM icon
747
iShares US Basic Materials ETF
IYM
$1.37B
$18.5K ﹤0.01%
105
ICF icon
748
iShares Select U.S. REIT ETF
ICF
$2.09B
$18.3K ﹤0.01%
296
+1
CNR
749
Core Natural Resources Inc
CNR
$4.54B
$18.3K ﹤0.01%
175
ALB icon
750
Albemarle
ALB
$18.8B
$18.3K ﹤0.01%
102