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
PSNY icon
876
Gores Guggenheim
PSNY
$1.79B
$5.25K ﹤0.01%
5,000
PAY icon
877
Paymentus
PAY
$3.58B
$5.22K ﹤0.01%
200
JETS icon
878
US Global Jets ETF
JETS
$748M
$5.19K ﹤0.01%
250
EL icon
879
Estee Lauder
EL
$34.8B
$5.15K ﹤0.01%
78
EVGO icon
880
EVgo
EVGO
$554M
$5.11K ﹤0.01%
1,920
HII icon
881
Huntington Ingalls Industries
HII
$12.6B
$5.1K ﹤0.01%
25
PSA icon
882
Public Storage
PSA
$48.9B
$5.09K ﹤0.01%
17
IIM icon
883
Invesco Value Municipal Income Trust
IIM
$597M
$5.05K ﹤0.01%
422
TRP icon
884
TC Energy
TRP
$52.1B
$4.91K ﹤0.01%
104
NNE
885
Nano Nuclear Energy
NNE
$2.39B
$4.76K ﹤0.01%
+180
QQQX icon
886
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.38B
$4.75K ﹤0.01%
200
LDOS icon
887
Leidos
LDOS
$24.4B
$4.72K ﹤0.01%
35
SAIL
888
SailPoint Inc
SAIL
$12.1B
$4.69K ﹤0.01%
+250
PFF icon
889
iShares Preferred and Income Securities ETF
PFF
$14.5B
$4.68K ﹤0.01%
152
CRL icon
890
Charles River Laboratories
CRL
$8.86B
$4.67K ﹤0.01%
31
PRKS icon
891
United Parks & Resorts
PRKS
$2.66B
$4.55K ﹤0.01%
100
FCX icon
892
Freeport-McMoran
FCX
$59.9B
$4.5K ﹤0.01%
119
-300
AHCO icon
893
AdaptHealth
AHCO
$1.22B
$4.5K ﹤0.01%
415
REM icon
894
iShares Mortgage Real Estate ETF
REM
$604M
$4.49K ﹤0.01%
200
PRSU
895
Pursuit Attractions and Hospitality Inc
PRSU
$1B
$4.46K ﹤0.01%
126
ONON icon
896
On Holding
ONON
$12.1B
$4.39K ﹤0.01%
100
FF icon
897
Future Fuel
FF
$172M
$4.38K ﹤0.01%
1,122
+16
AMPH icon
898
Amphastar Pharmaceuticals
AMPH
$1.19B
$4.35K ﹤0.01%
150
CATO icon
899
Cato Corp
CATO
$75.9M
$4.32K ﹤0.01%
1,297
ESPR icon
900
Esperion Therapeutics
ESPR
$688M
$4.32K ﹤0.01%
+3,000