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
MMS icon
851
Maximus
MMS
$4.68B
$6.82K ﹤0.01%
100
-100
KBWR icon
852
Invesco KBW Regional Banking ETF
KBWR
$48.9M
$6.74K ﹤0.01%
120
SPSC icon
853
SPS Commerce
SPSC
$3.1B
$6.64K ﹤0.01%
50
IBIT icon
854
iShares Bitcoin Trust
IBIT
$84B
$6.51K ﹤0.01%
139
+124
ARKG icon
855
ARK Genomic Revolution ETF
ARKG
$1.25B
$6.49K ﹤0.01%
312
FTRE icon
856
Fortrea Holdings
FTRE
$950M
$6.44K ﹤0.01%
853
-700
VIOO icon
857
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.02B
$6.41K ﹤0.01%
66
NUSC icon
858
Nuveen ESG Small-Cap ETF
NUSC
$1.21B
$6.4K ﹤0.01%
167
SYNA icon
859
Synaptics
SYNA
$2.77B
$6.37K ﹤0.01%
100
NEAR icon
860
iShares Short Maturity Bond ETF
NEAR
$3.59B
$6.36K ﹤0.01%
125
FTI icon
861
TechnipFMC
FTI
$16.7B
$6.34K ﹤0.01%
+200
LEN icon
862
Lennar Class A
LEN
$31.6B
$6.31K ﹤0.01%
55
-2
AA icon
863
Alcoa
AA
$9.53B
$6.26K ﹤0.01%
205
IBLC icon
864
iShares Blockchain and Tech ETF
IBLC
$86.3M
$6.17K ﹤0.01%
250
VVV icon
865
Valvoline
VVV
$4.2B
$6.13K ﹤0.01%
176
AAP icon
866
Advance Auto Parts
AAP
$2.83B
$6.08K ﹤0.01%
155
-10
PENN icon
867
PENN Entertainment
PENN
$2.4B
$6.04K ﹤0.01%
370
FN icon
868
Fabrinet
FN
$15.7B
$5.92K ﹤0.01%
30
QDF icon
869
FlexShares Quality Dividend Index Fund
QDF
$2B
$5.88K ﹤0.01%
86
SNA icon
870
Snap-on
SNA
$17.5B
$5.73K ﹤0.01%
17
BIIB icon
871
Biogen
BIIB
$22.6B
$5.47K ﹤0.01%
40
SW
872
Smurfit Westrock
SW
$19.3B
$5.29K ﹤0.01%
117
PPH icon
873
VanEck Pharmaceutical ETF
PPH
$637M
$5.29K ﹤0.01%
58
HRL icon
874
Hormel Foods
HRL
$11.9B
$5.26K ﹤0.01%
170
EAF icon
875
GrafTech
EAF
$349M
$5.26K ﹤0.01%
601