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
CAKE icon
901
Cheesecake Factory
CAKE
$2.49B
$5.14K ﹤0.01%
94
IWO icon
902
iShares Russell 2000 Growth ETF
IWO
$13.4B
$5.12K ﹤0.01%
16
-16
SW
903
Smurfit Westrock
SW
$19.4B
$5K ﹤0.01%
117
BHK icon
904
BlackRock Core Bond Trust
BHK
$684M
$4.97K ﹤0.01%
500
HISF icon
905
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$60.7M
$4.97K ﹤0.01%
+110
NUAG icon
906
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$69.9M
$4.93K ﹤0.01%
+232
PSA icon
907
Public Storage
PSA
$48.2B
$4.91K ﹤0.01%
17
PFF icon
908
iShares Preferred and Income Securities ETF
PFF
$14.3B
$4.88K ﹤0.01%
154
+1
PTBD icon
909
Pacer Trendpilot US Bond ETF
PTBD
$121M
$4.84K ﹤0.01%
+244
SPFF icon
910
Global X SuperIncome Preferred ETF
SPFF
$135M
$4.75K ﹤0.01%
+514
PSNY icon
911
Gores Guggenheim
PSNY
$30.4B
$4.7K ﹤0.01%
5,000
FCX icon
912
Freeport-McMoran
FCX
$68B
$4.67K ﹤0.01%
119
WFRD icon
913
Weatherford International
WFRD
$5.76B
$4.58K ﹤0.01%
+67
PRSU
914
Pursuit Attractions and Hospitality Inc
PRSU
$1.01B
$4.56K ﹤0.01%
126
CRL icon
915
Charles River Laboratories
CRL
$9.5B
$4.54K ﹤0.01%
29
-2
CF icon
916
CF Industries
CF
$12.4B
$4.49K ﹤0.01%
50
FF icon
917
Future Fuel
FF
$148M
$4.48K ﹤0.01%
1,155
+17
JKHY icon
918
Jack Henry & Associates
JKHY
$13.6B
$4.47K ﹤0.01%
30
PJT icon
919
PJT Partners
PJT
$4.13B
$4.44K ﹤0.01%
25
REM icon
920
iShares Mortgage Real Estate ETF
REM
$654M
$4.39K ﹤0.01%
200
FDS icon
921
Factset
FDS
$10.9B
$4.3K ﹤0.01%
15
-11
DIOD icon
922
Diodes
DIOD
$2.35B
$4.26K ﹤0.01%
80
-6
MPC icon
923
Marathon Petroleum
MPC
$55.8B
$4.24K ﹤0.01%
22
ONON icon
924
On Holding
ONON
$16.1B
$4.24K ﹤0.01%
100
FLR icon
925
Fluor
FLR
$7.03B
$4.21K ﹤0.01%
100
35 36
37
38 39