AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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 Buys

1 +$1.04M
2 +$1.01M
3 +$934K
4
BA icon
Boeing
BA
+$898K
5
VUG icon
Vanguard Growth ETF
VUG
+$857K

Top Sells

1 +$1.38M
2 +$907K
3 +$856K
4
AAPL icon
Apple
AAPL
+$850K
5
GLW icon
Corning
GLW
+$814K

Sector Composition

1 Technology 16.43%
2 Financials 13.18%
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
VNQI icon
751
Vanguard Global ex-US Real Estate ETF
VNQI
$3.57B
$16.6K ﹤0.01%
347
MSCI icon
752
MSCI
MSCI
$41.4B
$16.5K ﹤0.01%
29
NUKZ icon
753
Range Nuclear Renaissance Index ETF
NUKZ
$744M
$16.3K ﹤0.01%
250
LIT icon
754
Global X Lithium & Battery Tech ETF
LIT
$1.43B
$16.2K ﹤0.01%
285
ELF icon
755
e.l.f. Beauty
ELF
$4.69B
$16K ﹤0.01%
121
PCG.PRX
756
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.28B
$15.8K ﹤0.01%
+400
IYM icon
757
iShares US Basic Materials ETF
IYM
$588M
$15.6K ﹤0.01%
105
MUSA icon
758
Murphy USA
MUSA
$7.61B
$15.5K ﹤0.01%
40
TTC icon
759
Toro Company
TTC
$7.24B
$15.2K ﹤0.01%
200
ITA icon
760
iShares US Aerospace & Defense ETF
ITA
$12.3B
$15.1K ﹤0.01%
72
EMB icon
761
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.5B
$15K ﹤0.01%
158
SPXC icon
762
SPX Corp
SPXC
$11B
$14.9K ﹤0.01%
80
FALN icon
763
iShares Fallen Angels USD Bond ETF
FALN
$1.86B
$14.7K ﹤0.01%
+530
CNR
764
Core Natural Resources Inc
CNR
$4.35B
$14.6K ﹤0.01%
175
IAI icon
765
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.54B
$14.3K ﹤0.01%
81
CASY icon
766
Casey's General Stores
CASY
$20B
$14.1K ﹤0.01%
25
-10
CBOE icon
767
Cboe Global Markets
CBOE
$26.5B
$14K ﹤0.01%
57
PNFP icon
768
Pinnacle Financial Partners
PNFP
$7.75B
$13.9K ﹤0.01%
148
IVOV icon
769
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.16B
$13.9K ﹤0.01%
138
IBLC icon
770
iShares Blockchain and Tech ETF
IBLC
$82.2M
$13.8K ﹤0.01%
250
TDIV icon
771
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.7B
$13.7K ﹤0.01%
139
JBL icon
772
Jabil
JBL
$23.8B
$13.7K ﹤0.01%
63
DXYZ
773
Destiny Tech100
DXYZ
$492M
$13.6K ﹤0.01%
640
GSY icon
774
Invesco Ultra Short Duration ETF
GSY
$3.24B
$13.6K ﹤0.01%
271
+3
CW icon
775
Curtiss-Wright
CW
$20.1B
$13.6K ﹤0.01%
+25