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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
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$1.36M
3
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1
+$21.1M
2
+$6.19M
3
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIS icon
876
Fidelity National Information Services
FIS
$20B
$6.14K ﹤0.01%
131
EAF icon
877
GrafTech
EAF
$215M
$6.11K ﹤0.01%
901
EMGF icon
878
iShares Emerging Markets Equity Factor ETF
EMGF
$1.88B
$6.04K ﹤0.01%
+100
PPH icon
879
VanEck Pharmaceutical ETF
PPH
$908M
$6.03K ﹤0.01%
58
EQR icon
880
Equity Residential
EQR
$25.1B
$5.92K ﹤0.01%
100
GOVT icon
881
iShares US Treasury Bond ETF
GOVT
$42.6B
$5.77K ﹤0.01%
252
ADSK icon
882
Autodesk
ADSK
$44.9B
$5.75K ﹤0.01%
24
-50
IFRA icon
883
iShares US Infrastructure ETF
IFRA
$4.16B
$5.72K ﹤0.01%
100
SOLV icon
884
Solventum
SOLV
$13.6B
$5.62K ﹤0.01%
86
-50
ESGV icon
885
Vanguard ESG US Stock ETF
ESGV
$12.9B
$5.61K ﹤0.01%
50
EL icon
886
Estee Lauder
EL
$32B
$5.6K ﹤0.01%
78
AX icon
887
Axos Financial
AX
$5.05B
$5.53K ﹤0.01%
+65
DIOD icon
888
Diodes
DIOD
$4.8B
$5.46K ﹤0.01%
80
SLV icon
889
iShares Silver Trust
SLV
$31.9B
$5.45K ﹤0.01%
80
COO icon
890
Cooper Companies
COO
$13.1B
$5.43K ﹤0.01%
76
-988
MPC icon
891
Marathon Petroleum
MPC
$77.4B
$5.37K ﹤0.01%
22
-12
BAH icon
892
Booz Allen Hamilton
BAH
$9.24B
$5.23K ﹤0.01%
67
-535
CCL icon
893
Carnival Corporation Ltd
CCL
$38B
$5.18K ﹤0.01%
200
IIM icon
894
Invesco Value Municipal Income Trust
IIM
$596M
$5.13K ﹤0.01%
422
VRSK icon
895
Verisk Analytics
VRSK
$24.1B
$5.12K ﹤0.01%
27
PAY icon
896
Paymentus
PAY
$2.6B
$5.08K ﹤0.01%
200
QQA
897
Invesco QQQ Income Advantage ETF
QQA
$729M
$5.08K ﹤0.01%
+102
CRL icon
898
Charles River Laboratories
CRL
$9.01B
$5K ﹤0.01%
29
BFLY icon
899
Butterfly Network
BFLY
$1.45B
$4.85K ﹤0.01%
1,200
LEN icon
900
Lennar Class A
LEN
$22.9B
$4.78K ﹤0.01%
55
34 35
36
37 38