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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
JKHY icon
901
Jack Henry & Associates
JKHY
$8.96B
$4.74K ﹤0.01%
30
PFF icon
902
iShares Preferred and Income Securities ETF
PFF
$13.5B
$4.72K ﹤0.01%
156
+1
GOLF icon
903
Acushnet Holdings
GOLF
$5.7B
$4.67K ﹤0.01%
+50
FRMI
904
Fermi Inc
FRMI
$4.3B
$4.67K ﹤0.01%
800
QLYS icon
905
Qualys
QLYS
$3.92B
$4.66K ﹤0.01%
53
IEI icon
906
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$4.63K ﹤0.01%
+39
PRSU
907
Pursuit Attractions and Hospitality Inc
PRSU
$1.3B
$4.62K ﹤0.01%
126
PSA icon
908
Public Storage
PSA
$57.1B
$4.61K ﹤0.01%
17
FF icon
909
Future Fuel
FF
$207M
$4.6K ﹤0.01%
1,194
+19
BHK icon
910
BlackRock Core Bond Trust
BHK
$647M
$4.58K ﹤0.01%
500
BBVA icon
911
Banco Bilbao Vizcaya Argentaria
BBVA
$127B
$4.57K ﹤0.01%
211
NUSC icon
912
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
$4.55K ﹤0.01%
101
PAA icon
913
Plains All American Pipeline
PAA
$16B
$4.45K ﹤0.01%
199
+4
TSN icon
914
Tyson Foods
TSN
$19.7B
$4.42K ﹤0.01%
69
+1
AVY icon
915
Avery Dennison
AVY
$12B
$4.32K ﹤0.01%
25
-686
TTD icon
916
Trade Desk
TTD
$8.81B
$4.31K ﹤0.01%
190
REM icon
917
iShares Mortgage Real Estate ETF
REM
$549M
$4.29K ﹤0.01%
200
HYD icon
918
VanEck High Yield Muni ETF
HYD
$4.39B
$4.21K ﹤0.01%
+84
XMHQ icon
919
Invesco S&P MidCap Quality ETF
XMHQ
$5.31B
$4.14K ﹤0.01%
+40
NCLH icon
920
Norwegian Cruise Line
NCLH
$8.59B
$4.11K ﹤0.01%
220
VTWO icon
921
Vanguard Russell 2000 ETF
VTWO
$16.7B
$4.11K ﹤0.01%
+41
EOSE icon
922
Eos Energy Enterprises
EOSE
$2.11B
$4.07K ﹤0.01%
820
+370
RCAT icon
923
Red Cat Holdings
RCAT
$1.77B
$4.06K ﹤0.01%
310
+110
HLN icon
924
Haleon
HLN
$40B
$4K ﹤0.01%
400
NUV icon
925
Nuveen Municipal Value Fund
NUV
$1.89B
$3.99K ﹤0.01%
444
+2