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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
F icon
751
Ford
F
$58.6B
$18.3K ﹤0.01%
1,585
+167
CASY icon
752
Casey's General Stores
CASY
$33.9B
$18.2K ﹤0.01%
25
HPF
753
John Hancock Preferred Income Fund II
HPF
$341M
$18K ﹤0.01%
1,153
MAR icon
754
Marriott International
MAR
$105B
$17.9K ﹤0.01%
55
VMBS icon
755
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$17.4K ﹤0.01%
371
KKR.PRD
756
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.11B
$17.3K ﹤0.01%
+430
PCG.PRX
757
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.34B
$17.2K ﹤0.01%
400
DXYZ
758
Destiny Tech100
DXYZ
$1.18B
$17.1K ﹤0.01%
640
CW icon
759
Curtiss-Wright
CW
$28B
$17K ﹤0.01%
25
ARKK icon
760
ARK Innovation ETF
ARKK
$6.67B
$16.9K ﹤0.01%
250
AHCO icon
761
AdaptHealth
AHCO
$1.37B
$16.8K ﹤0.01%
1,415
GDDY icon
762
GoDaddy
GDDY
$9.95B
$16.5K ﹤0.01%
200
WAB icon
763
Wabtec
WAB
$44.5B
$16.5K ﹤0.01%
66
+1
VNOM icon
764
Viper Energy
VNOM
$8.49B
$16.4K ﹤0.01%
350
NUKZ icon
765
Range Nuclear Renaissance Index ETF
NUKZ
$826M
$16.4K ﹤0.01%
250
FHN icon
766
First Horizon
FHN
$11.9B
$16.3K ﹤0.01%
714
-500
CR icon
767
Crane Co
CR
$11.8B
$16.2K ﹤0.01%
95
BB icon
768
BlackBerry
BB
$5.44B
$16.2K ﹤0.01%
5,000
CBOE icon
769
Cboe Global Markets
CBOE
$31B
$16K ﹤0.01%
57
SPXC icon
770
SPX Corp
SPXC
$11.7B
$16K ﹤0.01%
80
VNQI icon
771
Vanguard Global ex-US Real Estate ETF
VNQI
$3.43B
$15.9K ﹤0.01%
358
VTRS icon
772
Viatris
VTRS
$19B
$15.8K ﹤0.01%
1,171
-149
ITA icon
773
iShares US Aerospace & Defense ETF
ITA
$14.3B
$15.8K ﹤0.01%
72
RRC icon
774
Range Resources
RRC
$8.95B
$15.8K ﹤0.01%
350
GUT
775
Gabelli Utility Trust
GUT
$572M
$15.8K ﹤0.01%
2,611
-2,389
29 30
31
32 33