AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Sells

1 +$9.38M
2 +$3.83M
3 +$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NJR icon
826
New Jersey Resources
NJR
$5.55B
$9.22K ﹤0.01%
200
ELF icon
827
e.l.f. Beauty
ELF
$4.35B
$9.2K ﹤0.01%
121
JMBS icon
828
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.71B
$9.14K ﹤0.01%
200
FUL icon
829
H.B. Fuller
FUL
$3.04B
$8.92K ﹤0.01%
150
IEUR icon
830
iShares Core MSCI Europe ETF
IEUR
$7.14B
$8.8K ﹤0.01%
124
RETL icon
831
Direxion Daily Retail Bull 3X ETF
RETL
$25.5M
$8.76K ﹤0.01%
950
SXC icon
832
SunCoke Energy
SXC
$525M
$8.71K ﹤0.01%
1,210
+22
FIS icon
833
Fidelity National Information Services
FIS
$25.6B
$8.71K ﹤0.01%
131
-1,625
MHD icon
834
BlackRock MuniHoldings Fund
MHD
$611M
$8.69K ﹤0.01%
740
NEM icon
835
Newmont
NEM
$124B
$8.69K ﹤0.01%
87
MMS icon
836
Maximus
MMS
$3.96B
$8.63K ﹤0.01%
100
OXY icon
837
Occidental Petroleum
OXY
$56.8B
$8.22K ﹤0.01%
200
EL icon
838
Estee Lauder
EL
$31.2B
$8.17K ﹤0.01%
78
-19
RYN icon
839
Rayonier
RYN
$6.13B
$8.1K ﹤0.01%
374
MVT
840
DELISTED
BlackRock MuniVest Fund II
MVT
$8K ﹤0.01%
740
OKLO
841
Oklo
OKLO
$9.53B
$7.89K ﹤0.01%
110
VEEV icon
842
Veeva Systems
VEEV
$29.9B
$7.81K ﹤0.01%
+35
DRI icon
843
Darden Restaurants
DRI
$23.1B
$7.73K ﹤0.01%
42
LNTH icon
844
Lantheus
LNTH
$5.22B
$7.65K ﹤0.01%
115
EVX icon
845
VanEck Environmental Services ETF
EVX
$95.4M
$7.65K ﹤0.01%
200
WH icon
846
Wyndham Hotels & Resorts
WH
$5.58B
$7.56K ﹤0.01%
100
LYV icon
847
Live Nation Entertainment
LYV
$37.9B
$7.55K ﹤0.01%
53
FTRE icon
848
Fortrea Holdings
FTRE
$846M
$7.5K ﹤0.01%
435
VIOO icon
849
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.32B
$7.46K ﹤0.01%
67
+1
FDIQ
850
Invesco Exchange-Traded Fund Trust II Invesco Bloomberg Financial Data Providers ETF
FDIQ
$52.9M
$7.42K ﹤0.01%
120