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
NEM icon
901
Newmont
NEM
$88.4B
$4.2K ﹤0.01%
87
TLT icon
902
iShares 20+ Year Treasury Bond ETF
TLT
$48.6B
$4.19K ﹤0.01%
46
NCLH icon
903
Norwegian Cruise Line
NCLH
$10.2B
$4.17K ﹤0.01%
220
HLN icon
904
Haleon
HLN
$41.3B
$4.12K ﹤0.01%
400
CF icon
905
CF Industries
CF
$13.5B
$3.91K ﹤0.01%
50
PINS icon
906
Pinterest
PINS
$22.5B
$3.91K ﹤0.01%
126
PAA icon
907
Plains All American Pipeline
PAA
$11.6B
$3.82K ﹤0.01%
191
NUV icon
908
Nuveen Municipal Value Fund
NUV
$1.87B
$3.8K ﹤0.01%
434
+2
FIZZ icon
909
National Beverage
FIZZ
$3.21B
$3.74K ﹤0.01%
+90
DIOD icon
910
Diodes
DIOD
$2.48B
$3.71K ﹤0.01%
86
NRG icon
911
NRG Energy
NRG
$33.2B
$3.63K ﹤0.01%
38
FLR icon
912
Fluor
FLR
$7.88B
$3.58K ﹤0.01%
100
HNST icon
913
The Honest Company
HNST
$379M
$3.57K ﹤0.01%
759
+5
PJT icon
914
PJT Partners
PJT
$3.92B
$3.45K ﹤0.01%
25
XEL icon
915
Xcel Energy
XEL
$48B
$3.4K ﹤0.01%
48
AIG icon
916
American International
AIG
$43.7B
$3.39K ﹤0.01%
39
SMR icon
917
NuScale Power
SMR
$6.01B
$3.33K ﹤0.01%
+235
CAKE icon
918
Cheesecake Factory
CAKE
$2.48B
$3.31K ﹤0.01%
68
MOH icon
919
Molina Healthcare
MOH
$7.87B
$3.29K ﹤0.01%
10
MPC icon
920
Marathon Petroleum
MPC
$59.3B
$3.21K ﹤0.01%
22
SPTS icon
921
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.78B
$3.16K ﹤0.01%
108
KD icon
922
Kyndryl
KD
$6.68B
$3.11K ﹤0.01%
99
IYH icon
923
iShares US Healthcare ETF
IYH
$2.92B
$3.1K ﹤0.01%
51
AMC icon
924
AMC Entertainment Holdings
AMC
$1.33B
$3.06K ﹤0.01%
1,067
BBVA icon
925
Banco Bilbao Vizcaya Argentaria
BBVA
$116B
$2.87K ﹤0.01%
211