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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
SEIC icon
776
SEI Investments
SEIC
$10.6B
$15.7K ﹤0.01%
200
FN icon
777
Fabrinet
FN
$20.9B
$15.6K ﹤0.01%
30
FTV icon
778
Fortive
FTV
$18.2B
$14.9K ﹤0.01%
269
EMB icon
779
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
$14.8K ﹤0.01%
158
ARGX icon
780
argenx
ARGX
$55.9B
$14.6K ﹤0.01%
+20
LBRT icon
781
Liberty Energy
LBRT
$4.57B
$14.4K ﹤0.01%
500
COKE icon
782
Coca-Cola Consolidated
COKE
$12.4B
$14.4K ﹤0.01%
75
PTLC icon
783
Pacer Trendpilot US Large Cap ETF
PTLC
$3.27B
$14.3K ﹤0.01%
+273
NEM icon
784
Newmont
NEM
$104B
$14.3K ﹤0.01%
132
+45
CHD icon
785
Church & Dwight Co
CHD
$23B
$14.3K ﹤0.01%
153
EAT icon
786
Brinker International
EAT
$6.81B
$14.3K ﹤0.01%
100
CAVA icon
787
CAVA Group
CAVA
$10.3B
$14.2K ﹤0.01%
175
IVOV icon
788
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.31B
$14.1K ﹤0.01%
138
NRG icon
789
NRG Energy
NRG
$26.1B
$14K ﹤0.01%
96
+58
PTNQ icon
790
Pacer Trendpilot 100 ETF
PTNQ
$1.29B
$14K ﹤0.01%
+192
FNDC icon
791
Schwab Fundamental International Small Company Index ETF
FNDC
$3.05B
$13.9K ﹤0.01%
300
KOS icon
792
Kosmos Energy
KOS
$1.71B
$13.9K ﹤0.01%
+5,000
AA icon
793
Alcoa
AA
$18.2B
$13.8K ﹤0.01%
208
+1
GSY icon
794
Invesco Ultra Short Duration ETF
GSY
$3.52B
$13.7K ﹤0.01%
273
IAI icon
795
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
$13.3K ﹤0.01%
81
OXY icon
796
Occidental Petroleum
OXY
$55.2B
$13K ﹤0.01%
200
MFIC icon
797
MidCap Financial Investment
MFIC
$847M
$12.9K ﹤0.01%
1,145
KYN icon
798
Kayne Anderson Energy Infrastructure Fund
KYN
$2.35B
$12.9K ﹤0.01%
900
ALC icon
799
Alcon
ALC
$32.4B
$12.8K ﹤0.01%
170
VIOO icon
800
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.98B
$12.8K ﹤0.01%
111
+44