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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
FUL icon
826
H.B. Fuller
FUL
$3.47B
$9.25K ﹤0.01%
150
IBLC icon
827
iShares Blockchain and Tech ETF
IBLC
$94M
$9.13K ﹤0.01%
250
JMBS icon
828
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.79B
$9.04K ﹤0.01%
200
MUB icon
829
iShares National Muni Bond ETF
MUB
$45.3B
$9.02K ﹤0.01%
+85
TDIV icon
830
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.38B
$8.99K ﹤0.01%
96
RMD icon
831
ResMed
RMD
$27.9B
$8.98K ﹤0.01%
40
EINC icon
832
VanEck Energy Income ETF
EINC
$157M
$8.84K ﹤0.01%
75
RJF icon
833
Raymond James Financial
RJF
$29.3B
$8.83K ﹤0.01%
61
RVTY icon
834
Revvity
RVTY
$11.3B
$8.76K ﹤0.01%
100
PEJ icon
835
Invesco Leisure and Entertainment ETF
PEJ
$255M
$8.73K ﹤0.01%
151
-7
LNTH icon
836
Lantheus
LNTH
$6.79B
$8.72K ﹤0.01%
115
IYE icon
837
iShares US Energy ETF
IYE
$1.6B
$8.55K ﹤0.01%
132
UHS icon
838
Universal Health Services
UHS
$8.84B
$8.47K ﹤0.01%
47
MHD icon
839
BlackRock MuniHoldings Fund
MHD
$613M
$8.35K ﹤0.01%
740
DRI icon
840
Darden Restaurants
DRI
$24.1B
$8.23K ﹤0.01%
42
FDIQ
841
Invesco Bloomberg Financial Data Providers ETF
FDIQ
$48.9M
$8.22K ﹤0.01%
120
STE icon
842
Steris
STE
$20.2B
$8.18K ﹤0.01%
37
AAP icon
843
Advance Auto Parts
AAP
$3.66B
$8.18K ﹤0.01%
155
WH icon
844
Wyndham Hotels & Resorts
WH
$5.8B
$8.12K ﹤0.01%
100
LYV icon
845
Live Nation Entertainment
LYV
$40.1B
$8.08K ﹤0.01%
53
SXC icon
846
SunCoke Energy
SXC
$802M
$8.04K ﹤0.01%
1,234
+24
EVX icon
847
VanEck Environmental Services ETF
EVX
$96.2M
$7.74K ﹤0.01%
200
SAIA icon
848
Saia
SAIA
$13B
$7.73K ﹤0.01%
22
RYN icon
849
Rayonier
RYN
$6.27B
$7.71K ﹤0.01%
374
SPHD icon
850
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.33B
$7.48K ﹤0.01%
151
+2