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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$2.04M
3 +$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1 +$20.2M
2 +$1.22M
3 +$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
APH icon
726
Amphenol
APH
$170B
$17.6K ﹤0.01%
268
OEF icon
727
iShares S&P 100 ETF
OEF
$27.8B
$17.3K ﹤0.01%
64
QYLD icon
728
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.43B
$16.6K ﹤0.01%
1,000
GGAL icon
729
Galicia Financial Group
GGAL
$8.64B
$16.5K ﹤0.01%
303
+3
CLF icon
730
Cleveland-Cliffs
CLF
$6.07B
$16.4K ﹤0.01%
2,000
POWL icon
731
Powell Industries
POWL
$4.56B
$16.2K ﹤0.01%
95
VONV icon
732
Vanguard Russell 1000 Value ETF
VONV
$13.7B
$16K ﹤0.01%
194
CRWD icon
733
CrowdStrike
CRWD
$135B
$15.9K ﹤0.01%
45
-85
XYZ
734
Block Inc
XYZ
$45.1B
$15.8K ﹤0.01%
291
VNOM icon
735
Viper Energy
VNOM
$6.29B
$15.8K ﹤0.01%
350
PNFP icon
736
Pinnacle Financial Partners
PNFP
$6.57B
$15.7K ﹤0.01%
148
SEIC icon
737
SEI Investments
SEIC
$9.89B
$15.5K ﹤0.01%
200
ES icon
738
Eversource Energy
ES
$27.4B
$15.3K ﹤0.01%
246
IWP icon
739
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$15.3K ﹤0.01%
130
SCMB icon
740
Schwab Municipal Bond ETF
SCMB
$2.39B
$15.2K ﹤0.01%
+600
CASY icon
741
Casey's General Stores
CASY
$19.3B
$15.2K ﹤0.01%
35
TJX icon
742
TJX Companies
TJX
$158B
$15.1K ﹤0.01%
124
EAT icon
743
Brinker International
EAT
$4.8B
$14.9K ﹤0.01%
100
CR icon
744
Crane Co
CR
$11.1B
$14.6K ﹤0.01%
95
TTC icon
745
Toro Company
TTC
$7.35B
$14.6K ﹤0.01%
200
TRI icon
746
Thomson Reuters
TRI
$69.6B
$14.5K ﹤0.01%
84
+72
MPWR icon
747
Monolithic Power Systems
MPWR
$52.1B
$14.5K ﹤0.01%
25
LSCC icon
748
Lattice Semiconductor
LSCC
$10.1B
$14.4K ﹤0.01%
275
PRI icon
749
Primerica
PRI
$8.47B
$14.2K ﹤0.01%
50
IYM icon
750
iShares US Basic Materials ETF
IYM
$545M
$14.2K ﹤0.01%
105