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
MMS icon
851
Maximus
MMS
$4.86B
$7.02K ﹤0.01%
100
EVGO icon
852
EVgo
EVGO
$554M
$7.01K ﹤0.01%
1,920
KBWR icon
853
Invesco KBW Regional Banking ETF
KBWR
$49.4M
$6.93K ﹤0.01%
120
FTI icon
854
TechnipFMC
FTI
$16.6B
$6.89K ﹤0.01%
200
PRI icon
855
Primerica
PRI
$8.49B
$6.84K ﹤0.01%
25
-25
NUSC icon
856
Nuveen ESG Small-Cap ETF
NUSC
$1.23B
$6.8K ﹤0.01%
167
EQR icon
857
Equity Residential
EQR
$23.5B
$6.75K ﹤0.01%
100
VIOO icon
858
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.1B
$6.72K ﹤0.01%
66
PENN icon
859
PENN Entertainment
PENN
$2.53B
$6.61K ﹤0.01%
370
SAIA icon
860
Saia
SAIA
$7.57B
$6.58K ﹤0.01%
24
PAY icon
861
Paymentus
PAY
$3.84B
$6.55K ﹤0.01%
200
SYNA icon
862
Synaptics
SYNA
$2.79B
$6.48K ﹤0.01%
100
NEAR icon
863
iShares Short Maturity Bond ETF
NEAR
$3.59B
$6.39K ﹤0.01%
125
EL icon
864
Estee Lauder
EL
$35.6B
$6.3K ﹤0.01%
78
QDF icon
865
FlexShares Quality Dividend Index Fund
QDF
$2.02B
$6.29K ﹤0.01%
86
ALB icon
866
Albemarle
ALB
$11.4B
$6.27K ﹤0.01%
100
NNE
867
Nano Nuclear Energy
NNE
$2.22B
$6.21K ﹤0.01%
180
OKLO
868
Oklo
OKLO
$19.5B
$6.16K ﹤0.01%
110
NRG icon
869
NRG Energy
NRG
$33.4B
$6.1K ﹤0.01%
38
LEN icon
870
Lennar Class A
LEN
$32.7B
$6.08K ﹤0.01%
55
AA icon
871
Alcoa
AA
$10.2B
$6.08K ﹤0.01%
206
+1
OGN icon
872
Organon & Co
OGN
$1.73B
$6K ﹤0.01%
620
+1
CAKE icon
873
Cheesecake Factory
CAKE
$2.71B
$5.89K ﹤0.01%
94
+26
JETS icon
874
US Global Jets ETF
JETS
$749M
$5.74K ﹤0.01%
250
LBRT icon
875
Liberty Energy
LBRT
$2.76B
$5.74K ﹤0.01%
500