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
GGAL icon
751
Galicia Financial Group
GGAL
$8.82B
$15.3K ﹤0.01%
303
CLF icon
752
Cleveland-Cliffs
CLF
$7.16B
$15.2K ﹤0.01%
2,000
ELF icon
753
e.l.f. Beauty
ELF
$7.33B
$15.1K ﹤0.01%
121
+110
ALC icon
754
Alcon
ALC
$36.8B
$15K ﹤0.01%
170
-80
POWL icon
755
Powell Industries
POWL
$4.89B
$14.7K ﹤0.01%
70
-25
IYM icon
756
iShares US Basic Materials ETF
IYM
$559M
$14.7K ﹤0.01%
105
EMB icon
757
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.1B
$14.6K ﹤0.01%
+158
RRC icon
758
Range Resources
RRC
$8.47B
$14.2K ﹤0.01%
350
NUKZ icon
759
Range Nuclear Renaissance Index ETF
NUKZ
$683M
$14.1K ﹤0.01%
250
TTC icon
760
Toro Company
TTC
$7.43B
$14.1K ﹤0.01%
200
FTV icon
761
Fortive
FTV
$17.9B
$14K ﹤0.01%
269
JBL icon
762
Jabil
JBL
$23.7B
$13.7K ﹤0.01%
63
-35
IAI icon
763
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.56B
$13.7K ﹤0.01%
81
TTD icon
764
Trade Desk
TTD
$24.9B
$13.7K ﹤0.01%
190
WAB icon
765
Wabtec
WAB
$34.5B
$13.6K ﹤0.01%
65
ITA icon
766
iShares US Aerospace & Defense ETF
ITA
$12B
$13.6K ﹤0.01%
72
LSCC icon
767
Lattice Semiconductor
LSCC
$10.3B
$13.5K ﹤0.01%
275
GSY icon
768
Invesco Ultra Short Duration ETF
GSY
$2.92B
$13.4K ﹤0.01%
268
+3
SPXC icon
769
SPX Corp
SPXC
$9.86B
$13.4K ﹤0.01%
80
VNOM icon
770
Viper Energy
VNOM
$6.22B
$13.3K ﹤0.01%
350
CBOE icon
771
Cboe Global Markets
CBOE
$24.6B
$13.3K ﹤0.01%
57
IVOV icon
772
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.07B
$13.2K ﹤0.01%
138
FELV icon
773
Fidelity Enhanced Large Cap Value ETF
FELV
$2.48B
$13.1K ﹤0.01%
+412
VRT icon
774
Vertiv
VRT
$75.5B
$12.8K ﹤0.01%
100
FNDC icon
775
Schwab Fundamental International Small Company Index ETF
FNDC
$3.04B
$12.6K ﹤0.01%
300