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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAIL
876
SailPoint Inc
SAIL
$11.1B
$5.71K ﹤0.01%
250
LDOS icon
877
Leidos
LDOS
$24.5B
$5.52K ﹤0.01%
35
JKHY icon
878
Jack Henry & Associates
JKHY
$11.9B
$5.41K ﹤0.01%
30
-125
PSNY icon
879
Gores Guggenheim
PSNY
$1.11B
$5.35K ﹤0.01%
5,000
QQQX icon
880
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.34B
$5.29K ﹤0.01%
200
SNA icon
881
Snap-on
SNA
$17.2B
$5.29K ﹤0.01%
17
PDBC icon
882
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.56B
$5.25K ﹤0.01%
+403
ONON icon
883
On Holding
ONON
$14B
$5.21K ﹤0.01%
100
FCX icon
884
Freeport-McMoran
FCX
$57.7B
$5.16K ﹤0.01%
119
TOL icon
885
Toll Brothers
TOL
$12.6B
$5.14K ﹤0.01%
+45
FLR icon
886
Fluor
FLR
$6.83B
$5.13K ﹤0.01%
100
PPH icon
887
VanEck Pharmaceutical ETF
PPH
$681M
$5.1K ﹤0.01%
58
TRP icon
888
TC Energy
TRP
$57.5B
$5.07K ﹤0.01%
104
NEM icon
889
Newmont
NEM
$95.8B
$5.07K ﹤0.01%
87
SW
890
Smurfit Westrock
SW
$17.9B
$5.06K ﹤0.01%
117
BIIB icon
891
Biogen
BIIB
$24.6B
$5.02K ﹤0.01%
40
PSA icon
892
Public Storage
PSA
$48.1B
$4.99K ﹤0.01%
17
IIM icon
893
Invesco Value Municipal Income Trust
IIM
$591M
$4.91K ﹤0.01%
422
BHK icon
894
BlackRock Core Bond Trust
BHK
$690M
$4.86K ﹤0.01%
500
-1,300
CRL icon
895
Charles River Laboratories
CRL
$8.26B
$4.7K ﹤0.01%
31
PFF icon
896
iShares Preferred and Income Securities ETF
PFF
$14.3B
$4.7K ﹤0.01%
153
+1
PLUS icon
897
ePlus
PLUS
$2.39B
$4.69K ﹤0.01%
65
-60
RAL
898
Ralliant Corp
RAL
$5.35B
$4.66K ﹤0.01%
+88
RBLX icon
899
Roblox
RBLX
$71.8B
$4.63K ﹤0.01%
44
CF icon
900
CF Industries
CF
$13.3B
$4.6K ﹤0.01%
50
34 35
36
37 38