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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1 +$8.97M
2 +$3.84M
3 +$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1 +$2.79M
2 +$2.32M
3 +$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TDIV icon
776
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.87B
$12.5K ﹤0.01%
139
DASH icon
777
DoorDash
DASH
$112B
$12.3K ﹤0.01%
50
VTRS icon
778
Viatris
VTRS
$11.9B
$12.3K ﹤0.01%
1,378
-19
CNR
779
Core Natural Resources Inc
CNR
$4.13B
$12.2K ﹤0.01%
175
VOOV icon
780
Vanguard S&P 500 Value ETF
VOOV
$5.83B
$11.7K ﹤0.01%
62
FDS icon
781
Factset
FDS
$10.8B
$11.6K ﹤0.01%
26
VRSN icon
782
VeriSign
VRSN
$22.3B
$11.6K ﹤0.01%
40
USHY icon
783
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$11.5K ﹤0.01%
+306
KYN icon
784
Kayne Anderson Energy Infrastructure Fund
KYN
$1.96B
$11.4K ﹤0.01%
900
TTWO icon
785
Take-Two Interactive
TTWO
$46.4B
$11.4K ﹤0.01%
47
BABA icon
786
Alibaba
BABA
$410B
$11.3K ﹤0.01%
100
AAL icon
787
American Airlines Group
AAL
$8.39B
$11.2K ﹤0.01%
+1,000
LIT icon
788
Global X Lithium & Battery Tech ETF
LIT
$1.38B
$10.9K ﹤0.01%
285
GAP
789
The Gap Inc
GAP
$9.05B
$10.9K ﹤0.01%
500
MIN
790
MFS Intermediate Income Trust
MIN
$297M
$10.8K ﹤0.01%
4,000
TPL icon
791
Texas Pacific Land
TPL
$21B
$10.6K ﹤0.01%
10
SU icon
792
Suncor Energy
SU
$48.1B
$10.5K ﹤0.01%
280
BIPC icon
793
Brookfield Infrastructure
BIPC
$5.36B
$10.4K ﹤0.01%
249
RMD icon
794
ResMed
RMD
$37.4B
$10.3K ﹤0.01%
40
SOLV icon
795
Solventum
SOLV
$12.3B
$10.3K ﹤0.01%
136
FBIN icon
796
Fortune Brands Innovations
FBIN
$6.15B
$10.3K ﹤0.01%
200
FWRD icon
797
Forward Air
FWRD
$608M
$10.2K ﹤0.01%
415
-150
SXC icon
798
SunCoke Energy
SXC
$676M
$10K ﹤0.01%
1,170
+17
PMO
799
Putnam Municipal Opportunities Trust
PMO
$291M
$9.89K ﹤0.01%
1,000
WTS icon
800
Watts Water Technologies
WTS
$9.19B
$9.84K ﹤0.01%
40