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
TTD icon
826
Trade Desk
TTD
$17.7B
$9.31K ﹤0.01%
190
STE icon
827
Steris
STE
$24.7B
$9.15K ﹤0.01%
37
MMS icon
828
Maximus
MMS
$4.6B
$9.14K ﹤0.01%
100
JMBS icon
829
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.9B
$9.13K ﹤0.01%
200
EVGO icon
830
EVgo
EVGO
$434M
$9.08K ﹤0.01%
1,920
FITB icon
831
Fifth Third Bancorp
FITB
$31.8B
$8.91K ﹤0.01%
200
FUL icon
832
H.B. Fuller
FUL
$3.27B
$8.89K ﹤0.01%
150
-250
MHD icon
833
BlackRock MuniHoldings Fund
MHD
$608M
$8.7K ﹤0.01%
740
ARKG icon
834
ARK Genomic Revolution ETF
ARKG
$1.25B
$8.68K ﹤0.01%
312
LYV icon
835
Live Nation Entertainment
LYV
$33.2B
$8.66K ﹤0.01%
53
BSCP icon
836
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.29B
$8.65K ﹤0.01%
418
EL icon
837
Estee Lauder
EL
$37.5B
$8.55K ﹤0.01%
97
+19
SMR icon
838
NuScale Power
SMR
$5.19B
$8.46K ﹤0.01%
235
WCC icon
839
WESCO International
WCC
$12.7B
$8.46K ﹤0.01%
40
IEUR icon
840
iShares Core MSCI Europe ETF
IEUR
$6.9B
$8.45K ﹤0.01%
124
ALB icon
841
Albemarle
ALB
$15.6B
$8.26K ﹤0.01%
102
+2
CALM icon
842
Cal-Maine
CALM
$4.21B
$8.16K ﹤0.01%
87
+2
DRI icon
843
Darden Restaurants
DRI
$21.2B
$8K ﹤0.01%
42
WH icon
844
Wyndham Hotels & Resorts
WH
$5.8B
$7.99K ﹤0.01%
100
IYLD icon
845
iShares Morningstar Multi-Asset Income ETF
IYLD
$122M
$7.91K ﹤0.01%
+371
FTI icon
846
TechnipFMC
FTI
$18.7B
$7.89K ﹤0.01%
200
MVT icon
847
BlackRock MuniVest Fund II
MVT
$222M
$7.87K ﹤0.01%
740
EVX icon
848
VanEck Environmental Services ETF
EVX
$92.7M
$7.79K ﹤0.01%
200
ARR
849
Armour Residential REIT
ARR
$1.89B
$7.47K ﹤0.01%
+500
IYE icon
850
iShares US Energy ETF
IYE
$1.14B
$7.46K ﹤0.01%
157