AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$1.01M
3 +$934K
4
BA icon
Boeing
BA
+$898K
5
VUG icon
Vanguard Growth ETF
VUG
+$857K

Top Sells

1 +$1.38M
2 +$907K
3 +$856K
4
AAPL icon
Apple
AAPL
+$850K
5
GLW icon
Corning
GLW
+$814K

Sector Composition

1 Technology 16.43%
2 Financials 13.18%
3 Healthcare 9.79%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LBRT icon
876
Liberty Energy
LBRT
$3.12B
$6.17K ﹤0.01%
500
JETS icon
877
US Global Jets ETF
JETS
$833M
$6.16K ﹤0.01%
250
NRG icon
878
NRG Energy
NRG
$30.9B
$6.15K ﹤0.01%
38
PAY icon
879
Paymentus
PAY
$4.01B
$6.12K ﹤0.01%
200
RBLX icon
880
Roblox
RBLX
$62.1B
$6.09K ﹤0.01%
44
ESGV icon
881
Vanguard ESG US Stock ETF
ESGV
$11.8B
$5.92K ﹤0.01%
+50
TEAM icon
882
Atlassian
TEAM
$42.6B
$5.91K ﹤0.01%
37
LNTH icon
883
Lantheus
LNTH
$4.42B
$5.9K ﹤0.01%
115
SNA icon
884
Snap-on
SNA
$18.2B
$5.89K ﹤0.01%
17
GOVT icon
885
iShares US Treasury Bond ETF
GOVT
$33.2B
$5.83K ﹤0.01%
+252
SFD
886
Smithfield Foods
SFD
$8.86B
$5.82K ﹤0.01%
+248
CCL icon
887
Carnival Corp
CCL
$36.3B
$5.78K ﹤0.01%
+200
PENN icon
888
PENN Entertainment
PENN
$1.9B
$5.78K ﹤0.01%
300
-70
TRP icon
889
TC Energy
TRP
$56.9B
$5.66K ﹤0.01%
104
BIIB icon
890
Biogen
BIIB
$25.5B
$5.6K ﹤0.01%
40
SAIL
891
SailPoint Inc
SAIL
$11.8B
$5.52K ﹤0.01%
250
COHR icon
892
Coherent
COHR
$28B
$5.49K ﹤0.01%
+51
QQQX icon
893
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.37B
$5.49K ﹤0.01%
200
CATO icon
894
Cato Corp
CATO
$67.1M
$5.46K ﹤0.01%
1,297
NCLH icon
895
Norwegian Cruise Line
NCLH
$9.5B
$5.42K ﹤0.01%
220
PDBC icon
896
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.59B
$5.41K ﹤0.01%
403
IIM icon
897
Invesco Value Municipal Income Trust
IIM
$585M
$5.3K ﹤0.01%
422
PPH icon
898
VanEck Pharmaceutical ETF
PPH
$1.19B
$5.24K ﹤0.01%
58
CELH icon
899
Celsius Holdings
CELH
$11.3B
$5.17K ﹤0.01%
90
PRKS icon
900
United Parks & Resorts
PRKS
$2B
$5.17K ﹤0.01%
100
+50