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
PSKY
776
Paramount Skydance Corp
PSKY
$15.4B
$13.4K ﹤0.01%
+710
CHD icon
777
Church & Dwight Co
CHD
$20.4B
$13.4K ﹤0.01%
153
-8
VNOM icon
778
Viper Energy
VNOM
$6.64B
$13.4K ﹤0.01%
350
FNDC icon
779
Schwab Fundamental International Small Company Index ETF
FNDC
$2.95B
$13.4K ﹤0.01%
300
FTV icon
780
Fortive
FTV
$17.6B
$13.2K ﹤0.01%
269
RRC icon
781
Range Resources
RRC
$8.47B
$13.2K ﹤0.01%
350
WAB icon
782
Wabtec
WAB
$36.8B
$13K ﹤0.01%
65
VTRS icon
783
Viatris
VTRS
$13.4B
$13K ﹤0.01%
1,316
-62
EAF icon
784
GrafTech
EAF
$420M
$12.8K ﹤0.01%
1,001
EAT icon
785
Brinker International
EAT
$6.42B
$12.7K ﹤0.01%
100
ALC icon
786
Alcon
ALC
$38.9B
$12.7K ﹤0.01%
170
AHCO icon
787
AdaptHealth
AHCO
$1.39B
$12.7K ﹤0.01%
1,415
+1,000
XYZ
788
Block Inc
XYZ
$38.9B
$12.5K ﹤0.01%
173
-100
VOOV icon
789
Vanguard S&P 500 Value ETF
VOOV
$5.93B
$12.4K ﹤0.01%
62
OKLO
790
Oklo
OKLO
$12.9B
$12.3K ﹤0.01%
110
TTWO icon
791
Take-Two Interactive
TTWO
$45.2B
$12.1K ﹤0.01%
47
AOS icon
792
A.O. Smith
AOS
$9.58B
$11.7K ﹤0.01%
160
+150
SU icon
793
Suncor Energy
SU
$52.4B
$11.7K ﹤0.01%
280
USHY icon
794
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$11.6K ﹤0.01%
306
FELV icon
795
Fidelity Enhanced Large Cap Value ETF
FELV
$2.54B
$11.2K ﹤0.01%
335
-77
AAL icon
796
American Airlines Group
AAL
$10.1B
$11.2K ﹤0.01%
1,000
VRSN icon
797
VeriSign
VRSN
$22.4B
$11.2K ﹤0.01%
40
WTS icon
798
Watts Water Technologies
WTS
$9.38B
$11.2K ﹤0.01%
40
KYN icon
799
Kayne Anderson Energy Infrastructure Fund
KYN
$2.03B
$11.1K ﹤0.01%
900
FWRD icon
800
Forward Air
FWRD
$810M
$11K ﹤0.01%
430
+15