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
RMD icon
801
ResMed
RMD
$36.9B
$10.9K ﹤0.01%
40
FN icon
802
Fabrinet
FN
$16.8B
$10.9K ﹤0.01%
30
MIN
803
MFS Intermediate Income Trust
MIN
$302M
$10.7K ﹤0.01%
4,000
GAP
804
The Gap Inc
GAP
$9.97B
$10.7K ﹤0.01%
500
FBIN icon
805
Fortune Brands Innovations
FBIN
$6.22B
$10.7K ﹤0.01%
200
CAVA icon
806
CAVA Group
CAVA
$6.02B
$10.6K ﹤0.01%
+175
RJF icon
807
Raymond James Financial
RJF
$32B
$10.5K ﹤0.01%
61
PMO
808
Putnam Municipal Opportunities Trust
PMO
$294M
$10.3K ﹤0.01%
1,000
BIPC icon
809
Brookfield Infrastructure
BIPC
$5.39B
$10.2K ﹤0.01%
249
MQT icon
810
BlackRock MuniYield Quality Fund II
MQT
$221M
$10K ﹤0.01%
1,000
RWL icon
811
Invesco S&P 500 Revenue ETF
RWL
$7.24B
$9.96K ﹤0.01%
+90
SOLV icon
812
Solventum
SOLV
$14.2B
$9.93K ﹤0.01%
136
VAL icon
813
Valaris
VAL
$3.75B
$9.75K ﹤0.01%
200
EPP icon
814
iShares MSCI Pacific ex Japan ETF
EPP
$1.75B
$9.74K ﹤0.01%
189
SXC icon
815
SunCoke Energy
SXC
$594M
$9.69K ﹤0.01%
1,188
+18
UHS icon
816
Universal Health Services
UHS
$14B
$9.65K ﹤0.01%
47
NJR icon
817
New Jersey Resources
NJR
$4.66B
$9.63K ﹤0.01%
200
SFST icon
818
Southern First Bancshares
SFST
$454M
$9.62K ﹤0.01%
218
PEJ icon
819
Invesco Leisure and Entertainment ETF
PEJ
$253M
$9.58K ﹤0.01%
158
RETL icon
820
Direxion Daily Retail Bull 3X Shares
RETL
$41.3M
$9.57K ﹤0.01%
950
AAP icon
821
Advance Auto Parts
AAP
$2.73B
$9.52K ﹤0.01%
155
RYN icon
822
Rayonier
RYN
$3.39B
$9.47K ﹤0.01%
357
OXY icon
823
Occidental Petroleum
OXY
$39.6B
$9.45K ﹤0.01%
200
TIP icon
824
iShares TIPS Bond ETF
TIP
$14B
$9.38K ﹤0.01%
84
BSJQ icon
825
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.17B
$9.36K ﹤0.01%
400