AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Sells

1 +$9.38M
2 +$3.83M
3 +$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SYNA icon
851
Synaptics
SYNA
$2.93B
$7.4K ﹤0.01%
100
EINC icon
852
VanEck Energy Income ETF
EINC
$123M
$7.22K ﹤0.01%
75
TTD icon
853
Trade Desk
TTD
$12.7B
$7.21K ﹤0.01%
190
WCN icon
854
Waste Connections
WCN
$43.1B
$7.19K ﹤0.01%
41
SAIA icon
855
Saia
SAIA
$8.55B
$7.18K ﹤0.01%
22
SPHD icon
856
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.31B
$7.15K ﹤0.01%
149
+2
JETS icon
857
US Global Jets ETF
JETS
$627M
$7.08K ﹤0.01%
252
+2
QLYS icon
858
Qualys
QLYS
$3.46B
$7.04K ﹤0.01%
53
BIIB icon
859
Biogen
BIIB
$27.4B
$7.04K ﹤0.01%
40
CALM icon
860
Cal-Maine
CALM
$4.29B
$7.01K ﹤0.01%
88
+1
QDF icon
861
FlexShares Quality Dividend Index Fund
QDF
$2B
$6.95K ﹤0.01%
86
NEAR icon
862
iShares Short Maturity Bond ETF
NEAR
$4.16B
$6.51K ﹤0.01%
127
+2
PRI icon
863
Primerica
PRI
$7.92B
$6.46K ﹤0.01%
25
FRMI
864
Fermi Inc
FRMI
$5.28B
$6.4K ﹤0.01%
+800
PAY icon
865
Paymentus
PAY
$3.04B
$6.32K ﹤0.01%
200
LDOS icon
866
Leidos
LDOS
$22.2B
$6.31K ﹤0.01%
35
EQR icon
867
Equity Residential
EQR
$22.9B
$6.3K ﹤0.01%
100
IYE icon
868
iShares US Energy ETF
IYE
$1.67B
$6.27K ﹤0.01%
132
-25
IGF icon
869
iShares Global Infrastructure ETF
IGF
$9.98B
$6.14K ﹤0.01%
+100
CCL icon
870
Carnival Corp
CCL
$33.8B
$6.11K ﹤0.01%
200
TOL icon
871
Toll Brothers
TOL
$13.2B
$6.11K ﹤0.01%
45
AAP icon
872
Advance Auto Parts
AAP
$3.19B
$6.09K ﹤0.01%
155
XRAY icon
873
Dentsply Sirona
XRAY
$2.31B
$6.09K ﹤0.01%
533
NRG icon
874
NRG Energy
NRG
$32.7B
$6.05K ﹤0.01%
38
ESGV icon
875
Vanguard ESG US Stock ETF
ESGV
$11.4B
$6.05K ﹤0.01%
50