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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.04M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1
+$20.2M
2
+$1.22M
3
+$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XRAY icon
826
Dentsply Sirona
XRAY
$2.52B
$7.96K ﹤0.01%
533
LBRT icon
827
Liberty Energy
LBRT
$2.93B
$7.92K ﹤0.01%
500
TEAM icon
828
Atlassian
TEAM
$44.6B
$7.85K ﹤0.01%
37
VAL icon
829
Valaris
VAL
$4B
$7.85K ﹤0.01%
200
FITB icon
830
Fifth Third Bancorp
FITB
$27.5B
$7.84K ﹤0.01%
200
MVT icon
831
BlackRock MuniVest Fund II
MVT
$225M
$7.82K ﹤0.01%
740
MSM icon
832
MSC Industrial Direct
MSM
$4.74B
$7.77K ﹤0.01%
100
IYE icon
833
iShares US Energy ETF
IYE
$1.14B
$7.74K ﹤0.01%
157
PEJ icon
834
Invesco Leisure and Entertainment ETF
PEJ
$338M
$7.69K ﹤0.01%
158
QLYS icon
835
Qualys
QLYS
$4.45B
$7.68K ﹤0.01%
61
HYD icon
836
VanEck High Yield Muni ETF
HYD
$3.51B
$7.68K ﹤0.01%
+150
PLUS icon
837
ePlus
PLUS
$1.95B
$7.63K ﹤0.01%
125
-125
PWR icon
838
Quanta Services
PWR
$66.9B
$7.63K ﹤0.01%
30
-45
LYB icon
839
LyondellBasell Industries
LYB
$14.9B
$7.53K ﹤0.01%
107
EINC icon
840
VanEck Energy Income ETF
EINC
$73.4M
$7.5K ﹤0.01%
75
IEUR icon
841
iShares Core MSCI Europe ETF
IEUR
$6.76B
$7.46K ﹤0.01%
124
CALM icon
842
Cal-Maine
CALM
$4.26B
$7.45K ﹤0.01%
82
+1
MFM
843
MFS Municipal Income Trust
MFM
$223M
$7.34K ﹤0.01%
1,385
+9
PLUG icon
844
Plug Power
PLUG
$3.13B
$7.29K ﹤0.01%
5,400
VRT icon
845
Vertiv
VRT
$73.7B
$7.22K ﹤0.01%
100
-100
ALB icon
846
Albemarle
ALB
$11.6B
$7.2K ﹤0.01%
100
SFST icon
847
Southern First Bancshares
SFST
$359M
$7.18K ﹤0.01%
218
EQR icon
848
Equity Residential
EQR
$22.6B
$7.16K ﹤0.01%
100
EVX icon
849
VanEck Environmental Services ETF
EVX
$87.6M
$7.09K ﹤0.01%
200
LYV icon
850
Live Nation Entertainment
LYV
$34.7B
$6.92K ﹤0.01%
53
32 33
34
35 36