AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
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 15.82%
2 Financials 13.85%
3 Healthcare 10.23%
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
$5.06B
$7.4K ﹤0.01%
100
EINC icon
852
VanEck Energy Income ETF
EINC
$151M
$7.22K ﹤0.01%
75
TTD icon
853
Trade Desk
TTD
$9.63B
$7.21K ﹤0.01%
190
WCN icon
854
Waste Connections
WCN
$38.7B
$7.19K ﹤0.01%
41
SAIA icon
855
Saia
SAIA
$11.5B
$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
$751M
$7.08K ﹤0.01%
252
+2
QLYS icon
858
Qualys
QLYS
$3.05B
$7.04K ﹤0.01%
53
BIIB icon
859
Biogen
BIIB
$30.2B
$7.04K ﹤0.01%
40
CALM icon
860
Cal-Maine
CALM
$3.77B
$7.01K ﹤0.01%
88
+1
QDF icon
861
FlexShares Quality Dividend Index Fund
QDF
$2.16B
$6.95K ﹤0.01%
86
NEAR icon
862
iShares Short Maturity Bond ETF
NEAR
$4.33B
$6.51K ﹤0.01%
127
+2
PRI icon
863
Primerica
PRI
$8.33B
$6.46K ﹤0.01%
25
FRMI
864
Fermi Inc
FRMI
$3.84B
$6.4K ﹤0.01%
+800
PAY icon
865
Paymentus
PAY
$3.11B
$6.32K ﹤0.01%
200
LDOS icon
866
Leidos
LDOS
$15.6B
$6.31K ﹤0.01%
35
EQR icon
867
Equity Residential
EQR
$24.7B
$6.3K ﹤0.01%
100
IYE icon
868
iShares US Energy ETF
IYE
$1.73B
$6.27K ﹤0.01%
132
-25
IGF icon
869
iShares Global Infrastructure ETF
IGF
$10.6B
$6.14K ﹤0.01%
+100
CCL icon
870
Carnival Corporation Ltd.
CCL
$34.7B
$6.11K ﹤0.01%
200
TOL icon
871
Toll Brothers
TOL
$12.6B
$6.11K ﹤0.01%
45
AAP icon
872
Advance Auto Parts
AAP
$2.97B
$6.09K ﹤0.01%
155
XRAY icon
873
Dentsply Sirona
XRAY
$2.09B
$6.09K ﹤0.01%
533
NRG icon
874
NRG Energy
NRG
$27.7B
$6.05K ﹤0.01%
38
ESGV icon
875
Vanguard ESG US Stock ETF
ESGV
$12.9B
$6.05K ﹤0.01%
50