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
FCX icon
876
Freeport-McMoran
FCX
$85.1B
$6.04K ﹤0.01%
119
VRSK icon
877
Verisk Analytics
VRSK
$27.3B
$6.04K ﹤0.01%
27
TEAM icon
878
Atlassian
TEAM
$19.3B
$6K ﹤0.01%
37
PPH icon
879
VanEck Pharmaceutical ETF
PPH
$1.25B
$5.98K ﹤0.01%
58
PLUG icon
880
Plug Power
PLUG
$3.08B
$5.91K ﹤0.01%
3,000
SNA icon
881
Snap-on
SNA
$18.9B
$5.86K ﹤0.01%
17
GOVT icon
882
iShares US Treasury Bond ETF
GOVT
$35.6B
$5.8K ﹤0.01%
252
CRL icon
883
Charles River Laboratories
CRL
$7.52B
$5.79K ﹤0.01%
29
TRP icon
884
TC Energy
TRP
$65.7B
$5.72K ﹤0.01%
104
LEN icon
885
Lennar Class A
LEN
$22.9B
$5.65K ﹤0.01%
55
EVGO icon
886
EVgo
EVGO
$284M
$5.59K ﹤0.01%
1,920
MPC icon
887
Marathon Petroleum
MPC
$67.8B
$5.53K ﹤0.01%
34
+12
JKHY icon
888
Jack Henry & Associates
JKHY
$12B
$5.47K ﹤0.01%
30
GPK icon
889
Graphic Packaging
GPK
$2.9B
$5.27K ﹤0.01%
350
IFRA icon
890
iShares US Infrastructure ETF
IFRA
$3.69B
$5.26K ﹤0.01%
+100
IIM icon
891
Invesco Value Municipal Income Trust
IIM
$600M
$5.2K ﹤0.01%
422
EOSE icon
892
Eos Energy Enterprises
EOSE
$2.08B
$5.16K ﹤0.01%
450
+350
SLV icon
893
iShares Silver Trust
SLV
$43.3B
$5.15K ﹤0.01%
80
SAIL
894
SailPoint Inc
SAIL
$8.69B
$5.06K ﹤0.01%
250
BBVA icon
895
Banco Bilbao Vizcaya Argentaria
BBVA
$118B
$4.92K ﹤0.01%
211
NCLH icon
896
Norwegian Cruise Line
NCLH
$8.86B
$4.91K ﹤0.01%
220
PFF icon
897
iShares Preferred and Income Securities ETF
PFF
$14B
$4.8K ﹤0.01%
155
+1
GM icon
898
General Motors
GM
$66.4B
$4.8K ﹤0.01%
59
BHK icon
899
BlackRock Core Bond Trust
BHK
$665M
$4.79K ﹤0.01%
500
ONON icon
900
On Holding
ONON
$12.6B
$4.65K ﹤0.01%
100