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
$1.14B
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
IBLC icon
801
iShares Blockchain and Tech ETF
IBLC
$66.4M
$9.82K ﹤0.01%
250
EAF icon
802
GrafTech
EAF
$343M
$9.74K ﹤0.01%
1,001
+400
MQT icon
803
BlackRock MuniYield Quality Fund II
MQT
$222M
$9.64K ﹤0.01%
1,000
LNTH icon
804
Lantheus
LNTH
$3.49B
$9.41K ﹤0.01%
115
TXRH icon
805
Texas Roadhouse
TXRH
$11.1B
$9.37K ﹤0.01%
+50
RJF icon
806
Raymond James Financial
RJF
$31.4B
$9.36K ﹤0.01%
61
BSJQ icon
807
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$9.33K ﹤0.01%
400
EPP icon
808
iShares MSCI Pacific ex Japan ETF
EPP
$1.8B
$9.33K ﹤0.01%
189
SMR icon
809
NuScale Power
SMR
$3.74B
$9.3K ﹤0.01%
235
BSJT icon
810
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$336M
$9.25K ﹤0.01%
430
TIP icon
811
iShares TIPS Bond ETF
TIP
$13.8B
$9.24K ﹤0.01%
84
DRI icon
812
Darden Restaurants
DRI
$20.4B
$9.15K ﹤0.01%
42
IWO icon
813
iShares Russell 2000 Growth ETF
IWO
$12.6B
$9.15K ﹤0.01%
32
JMBS icon
814
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.41B
$9.01K ﹤0.01%
+200
PEJ icon
815
Invesco Leisure and Entertainment ETF
PEJ
$333M
$8.99K ﹤0.01%
158
NJR icon
816
New Jersey Resources
NJR
$4.69B
$8.96K ﹤0.01%
200
STE icon
817
Steris
STE
$25.3B
$8.89K ﹤0.01%
37
IBIT icon
818
iShares Bitcoin Trust
IBIT
$73B
$8.88K ﹤0.01%
145
+6
FN icon
819
Fabrinet
FN
$15.1B
$8.84K ﹤0.01%
30
QLYS icon
820
Qualys
QLYS
$5.17B
$8.71K ﹤0.01%
61
BSCP icon
821
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$8.64K ﹤0.01%
418
UHS icon
822
Universal Health Services
UHS
$14.1B
$8.54K ﹤0.01%
47
MSM icon
823
MSC Industrial Direct
MSM
$4.73B
$8.5K ﹤0.01%
100
HXL icon
824
Hexcel
HXL
$5.53B
$8.47K ﹤0.01%
150
XRAY icon
825
Dentsply Sirona
XRAY
$2.11B
$8.46K ﹤0.01%
533