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
MSCI icon
751
MSCI
MSCI
$44.2B
$14.1K ﹤0.01%
25
-10
F icon
752
Ford
F
$52.3B
$14.1K ﹤0.01%
1,409
VNQI icon
753
Vanguard Global ex-US Real Estate ETF
VNQI
$3.48B
$14K ﹤0.01%
347
RRC icon
754
Range Resources
RRC
$8.42B
$14K ﹤0.01%
350
DPZ icon
755
Domino's
DPZ
$13.5B
$13.8K ﹤0.01%
+30
CNR
756
Core Natural Resources Inc
CNR
$4.07B
$13.5K ﹤0.01%
175
JBL icon
757
Jabil
JBL
$23.6B
$13.3K ﹤0.01%
98
GSY icon
758
Invesco Ultra Short Duration ETF
GSY
$2.92B
$13.3K ﹤0.01%
+265
TPL icon
759
Texas Pacific Land
TPL
$21.7B
$13.3K ﹤0.01%
+10
BABA icon
760
Alibaba
BABA
$407B
$13.2K ﹤0.01%
100
ERX icon
761
Direxion Daily Energy Bull 2X Shares
ERX
$218M
$13.1K ﹤0.01%
200
CBOE icon
762
Cboe Global Markets
CBOE
$25.7B
$12.9K ﹤0.01%
57
IVOV icon
763
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.05B
$12.7K ﹤0.01%
138
FBIN icon
764
Fortune Brands Innovations
FBIN
$6.1B
$12.2K ﹤0.01%
200
VTRS icon
765
Viatris
VTRS
$12B
$12.2K ﹤0.01%
1,397
-7
ARKK icon
766
ARK Innovation ETF
ARKK
$9.29B
$11.9K ﹤0.01%
250
FDS icon
767
Factset
FDS
$9.98B
$11.8K ﹤0.01%
26
WAB icon
768
Wabtec
WAB
$35B
$11.8K ﹤0.01%
65
WCC icon
769
WESCO International
WCC
$12.6B
$11.6K ﹤0.01%
75
KYN icon
770
Kayne Anderson Energy Infrastructure Fund
KYN
$1.97B
$11.5K ﹤0.01%
900
VOOV icon
771
Vanguard S&P 500 Value ETF
VOOV
$5.78B
$11.4K ﹤0.01%
62
FWRD icon
772
Forward Air
FWRD
$579M
$11.4K ﹤0.01%
565
IAI icon
773
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.56B
$11.3K ﹤0.01%
81
LNTH icon
774
Lantheus
LNTH
$3.92B
$11.2K ﹤0.01%
115
LIT icon
775
Global X Lithium & Battery Tech ETF
LIT
$1.42B
$11.1K ﹤0.01%
285