We are live on ! Find out more
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
VOOV icon
801
Vanguard S&P 500 Value ETF
VOOV
$6.44B
$12.6K ﹤0.01%
62
IMSR
802
Terrestrial Energy
IMSR
$767M
$12.6K ﹤0.01%
2,100
ZBRA icon
803
Zebra Technologies
ZBRA
$10.6B
$12.5K ﹤0.01%
60
-234
ABR icon
804
Arbor Realty Trust
ABR
$993M
$12.5K ﹤0.01%
1,623
+62
FBIN icon
805
Fortune Brands Innovations
FBIN
$5.12B
$12.5K ﹤0.01%
321
+121
MSCI icon
806
MSCI
MSCI
$43.3B
$12.4K ﹤0.01%
23
-3
NUEM icon
807
Nuveen ESG Emerging Markets Equity ETF
NUEM
$382M
$12.4K ﹤0.01%
338
IEUR icon
808
iShares Core MSCI Europe ETF
IEUR
$8.76B
$12.3K ﹤0.01%
175
+51
SFST icon
809
Southern First Bancshares
SFST
$582M
$11.9K ﹤0.01%
218
WTS icon
810
Watts Water Technologies
WTS
$10.7B
$11.6K ﹤0.01%
40
VEEV icon
811
Veeva Systems
VEEV
$26.2B
$11.4K ﹤0.01%
65
+30
CCI icon
812
Crown Castle
CCI
$40.2B
$11.2K ﹤0.01%
138
PAYC icon
813
Paycom
PAYC
$6.17B
$11.2K ﹤0.01%
92
NJR icon
814
New Jersey Resources
NJR
$5.5B
$11K ﹤0.01%
200
WCC
815
WESCO International
WCC
$16.8B
$10.9K ﹤0.01%
40
AAL icon
816
American Airlines Group
AAL
$9.69B
$10.7K ﹤0.01%
1,000
AOS icon
817
A.O. Smith
AOS
$8.09B
$10.6K ﹤0.01%
160
XYZ
818
Block Inc
XYZ
$41.1B
$10.4K ﹤0.01%
173
PMO
819
Putnam Municipal Opportunities Trust
PMO
$288M
$10.3K ﹤0.01%
1,000
FCX icon
820
Freeport-McMoran
FCX
$95.4B
$10.1K ﹤0.01%
172
+53
EPP icon
821
iShares MSCI Pacific ex Japan ETF
EPP
$2.07B
$10K ﹤0.01%
189
MIN
822
MFS Intermediate Income Trust
MIN
$279M
$10K ﹤0.01%
4,000
TIP icon
823
iShares TIPS Bond ETF
TIP
$14.9B
$9.41K ﹤0.01%
85
TTWO icon
824
Take-Two Interactive
TTWO
$39.4B
$9.28K ﹤0.01%
47
BSJQ icon
825
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$993M
$9.27K ﹤0.01%
400
31 32
33
34 35