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
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Sells

1 +$1.31M
2 +$859K
3 +$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.43%
2 Financials 13.19%
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
$3.35B
$21K ﹤0.01%
335
FNDX icon
727
Schwab Fundamental US Large Company Index ETF
FNDX
$25.4B
$20.8K ﹤0.01%
790
MGV icon
728
Vanguard Mega Cap Value ETF
MGV
$11.7B
$20.4K ﹤0.01%
148
UBSI icon
729
United Bankshares
UBSI
$6.06B
$20.2K ﹤0.01%
542
VGIT icon
730
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.3B
$20.1K ﹤0.01%
335
+1
CCI icon
731
Crown Castle
CCI
$37B
$20.1K ﹤0.01%
208
-360
GWW icon
732
W.W. Grainger
GWW
$54.8B
$20K ﹤0.01%
21
DPST icon
733
Direxion Daily Regional Banks Bull 3X ETF
DPST
$494M
$20K ﹤0.01%
200
ALE
734
DELISTED
Allete
ALE
$19.9K ﹤0.01%
300
HPF
735
John Hancock Preferred Income Fund II
HPF
$343M
$19.4K ﹤0.01%
1,153
PAYC icon
736
Paycom
PAYC
$5.96B
$19.1K ﹤0.01%
92
-2
MOS icon
737
The Mosaic Company
MOS
$7.43B
$19.1K ﹤0.01%
550
IWP icon
738
iShares Russell Mid-Cap Growth ETF
IWP
$19.5B
$18.5K ﹤0.01%
130
ABR icon
739
Arbor Realty Trust
ABR
$1.56B
$18.5K ﹤0.01%
1,512
-1,185
ICF icon
740
iShares Select U.S. REIT ETF
ICF
$2.07B
$18.3K ﹤0.01%
297
+2
CFFI icon
741
C&F Financial
CFFI
$247M
$18K ﹤0.01%
268
TJX icon
742
TJX Companies
TJX
$175B
$17.9K ﹤0.01%
124
CR icon
743
Crane Co
CR
$10.6B
$17.5K ﹤0.01%
95
VMBS icon
744
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$17.4K ﹤0.01%
371
VONV icon
745
Vanguard Russell 1000 Value ETF
VONV
$17.8B
$17.3K ﹤0.01%
194
QYLD icon
746
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.33B
$17K ﹤0.01%
1,000
EXE
747
Expand Energy Corp
EXE
$23.2B
$17K ﹤0.01%
160
SEIC icon
748
SEI Investments
SEIC
$10.8B
$17K ﹤0.01%
200
F icon
749
Ford
F
$50.1B
$16.9K ﹤0.01%
1,414
+5
TXRH icon
750
Texas Roadhouse
TXRH
$10.5B
$16.6K ﹤0.01%
100
+50