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
LBTYA icon
851
Liberty Global Class A
LBTYA
$3.79B
$7.45K ﹤0.01%
650
-1,000
EINC icon
852
VanEck Energy Income ETF
EINC
$71.7M
$7.44K ﹤0.01%
75
NUSC icon
853
Nuveen ESG Small-Cap ETF
NUSC
$1.29B
$7.37K ﹤0.01%
167
NEM icon
854
Newmont
NEM
$107B
$7.33K ﹤0.01%
87
VIOO icon
855
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.17B
$7.33K ﹤0.01%
66
KBWR icon
856
Invesco KBW Regional Banking ETF
KBWR
$53.2M
$7.28K ﹤0.01%
120
SPHD icon
857
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.07B
$7.28K ﹤0.01%
+147
WCN icon
858
Waste Connections
WCN
$44.2B
$7.21K ﹤0.01%
41
QLYS icon
859
Qualys
QLYS
$5.47B
$7.01K ﹤0.01%
53
-8
PLUG icon
860
Plug Power
PLUG
$3.23B
$6.99K ﹤0.01%
3,000
-2,400
NNE
861
Nano Nuclear Energy
NNE
$1.78B
$6.94K ﹤0.01%
180
PRI icon
862
Primerica
PRI
$8.24B
$6.94K ﹤0.01%
25
LEN icon
863
Lennar Class A
LEN
$29.5B
$6.93K ﹤0.01%
55
GPK icon
864
Graphic Packaging
GPK
$4.6B
$6.85K ﹤0.01%
350
SYNA icon
865
Synaptics
SYNA
$3.02B
$6.83K ﹤0.01%
100
QDF icon
866
FlexShares Quality Dividend Index Fund
QDF
$2.03B
$6.83K ﹤0.01%
86
AA icon
867
Alcoa
AA
$11.9B
$6.8K ﹤0.01%
207
+1
VRSK icon
868
Verisk Analytics
VRSK
$30.3B
$6.79K ﹤0.01%
27
XRAY icon
869
Dentsply Sirona
XRAY
$2.31B
$6.76K ﹤0.01%
533
LDOS icon
870
Leidos
LDOS
$24.3B
$6.61K ﹤0.01%
35
SAIA icon
871
Saia
SAIA
$9.19B
$6.59K ﹤0.01%
22
-2
EQR icon
872
Equity Residential
EQR
$23.2B
$6.47K ﹤0.01%
100
NEAR icon
873
iShares Short Maturity Bond ETF
NEAR
$3.77B
$6.43K ﹤0.01%
125
TOL icon
874
Toll Brothers
TOL
$13.2B
$6.23K ﹤0.01%
45
XSMO icon
875
Invesco S&P SmallCap Momentum ETF
XSMO
$2.1B
$6.18K ﹤0.01%
+84