AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
CALM icon
826
Cal-Maine
CALM
$4.28B
$8.46K ﹤0.01%
85
+3
VAL icon
827
Valaris
VAL
$4.02B
$8.42K ﹤0.01%
200
VRSK icon
828
Verisk Analytics
VRSK
$32.4B
$8.41K ﹤0.01%
27
OXY icon
829
Occidental Petroleum
OXY
$40.2B
$8.4K ﹤0.01%
200
SFST icon
830
Southern First Bancshares
SFST
$367M
$8.29K ﹤0.01%
218
MHD icon
831
BlackRock MuniHoldings Fund
MHD
$613M
$8.29K ﹤0.01%
740
FITB icon
832
Fifth Third Bancorp
FITB
$27.9B
$8.23K ﹤0.01%
200
IEUR icon
833
iShares Core MSCI Europe ETF
IEUR
$6.86B
$8.21K ﹤0.01%
124
WH icon
834
Wyndham Hotels & Resorts
WH
$5.47B
$8.12K ﹤0.01%
100
PLUG icon
835
Plug Power
PLUG
$3.25B
$8.05K ﹤0.01%
5,400
LYV icon
836
Live Nation Entertainment
LYV
$35B
$8.02K ﹤0.01%
53
RYN icon
837
Rayonier
RYN
$3.58B
$7.92K ﹤0.01%
357
RGP icon
838
Resources Connection
RGP
$150M
$7.89K ﹤0.01%
1,470
-100
EVX icon
839
VanEck Environmental Services ETF
EVX
$91M
$7.66K ﹤0.01%
200
WCN icon
840
Waste Connections
WCN
$44.6B
$7.66K ﹤0.01%
41
MVT icon
841
BlackRock MuniVest Fund II
MVT
$224M
$7.64K ﹤0.01%
740
ARKG icon
842
ARK Genomic Revolution ETF
ARKG
$1.23B
$7.61K ﹤0.01%
312
TEAM icon
843
Atlassian
TEAM
$43.2B
$7.51K ﹤0.01%
37
WCC icon
844
WESCO International
WCC
$10.7B
$7.41K ﹤0.01%
40
-35
EINC icon
845
VanEck Energy Income ETF
EINC
$73.9M
$7.4K ﹤0.01%
75
GPK icon
846
Graphic Packaging
GPK
$5.11B
$7.38K ﹤0.01%
350
RETL icon
847
Direxion Daily Retail Bull 3X Shares
RETL
$35.2M
$7.22K ﹤0.01%
950
-550
MFM
848
MFS Municipal Income Trust
MFM
$224M
$7.21K ﹤0.01%
1,394
+9
AAP icon
849
Advance Auto Parts
AAP
$3.42B
$7.21K ﹤0.01%
155
IYE icon
850
iShares US Energy ETF
IYE
$1.13B
$7.1K ﹤0.01%
157
32 33
34
35 36