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
VNQI icon
751
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$16.6K ﹤0.01%
347
MSCI icon
752
MSCI
MSCI
$39.4B
$16.5K ﹤0.01%
29
NUKZ icon
753
Range Nuclear Renaissance Index ETF
NUKZ
$821M
$16.3K ﹤0.01%
250
LIT icon
754
Global X Lithium & Battery Tech ETF
LIT
$1.68B
$16.2K ﹤0.01%
285
ELF icon
755
e.l.f. Beauty
ELF
$4.29B
$16K ﹤0.01%
121
PCG.PRX
756
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.42B
$15.8K ﹤0.01%
+400
IYM icon
757
iShares US Basic Materials ETF
IYM
$1.43B
$15.6K ﹤0.01%
105
MUSA icon
758
Murphy USA
MUSA
$8.44B
$15.5K ﹤0.01%
40
TTC icon
759
Toro Company
TTC
$9.26B
$15.2K ﹤0.01%
200
ITA icon
760
iShares US Aerospace & Defense ETF
ITA
$15.5B
$15.1K ﹤0.01%
72
EMB icon
761
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$17.2B
$15K ﹤0.01%
158
SPXC icon
762
SPX Corp
SPXC
$10.1B
$14.9K ﹤0.01%
80
FALN icon
763
iShares Fallen Angels USD Bond ETF
FALN
$1.71B
$14.7K ﹤0.01%
+530
CNR
764
Core Natural Resources Inc
CNR
$5.1B
$14.6K ﹤0.01%
175
IAI icon
765
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.57B
$14.3K ﹤0.01%
81
CASY icon
766
Casey's General Stores
CASY
$25B
$14.1K ﹤0.01%
25
-10
CBOE icon
767
Cboe Global Markets
CBOE
$30.4B
$14K ﹤0.01%
57
PNFP icon
768
Pinnacle Financial Partners Inc
PNFP
$12.6B
$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
$76.2M
$13.8K ﹤0.01%
250
TDIV icon
771
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.6B
$13.7K ﹤0.01%
139
JBL icon
772
Jabil
JBL
$26.6B
$13.7K ﹤0.01%
63
DXYZ
773
Destiny Tech100
DXYZ
$569M
$13.6K ﹤0.01%
640
GSY icon
774
Invesco Ultra Short Duration ETF
GSY
$3.45B
$13.6K ﹤0.01%
271
+3
CW icon
775
Curtiss-Wright
CW
$25.1B
$13.6K ﹤0.01%
+25