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
DIOD icon
901
Diodes
DIOD
$2.07B
$4.55K ﹤0.01%
86
NCLH icon
902
Norwegian Cruise Line
NCLH
$8.33B
$4.46K ﹤0.01%
220
FF icon
903
Future Fuel
FF
$147M
$4.42K ﹤0.01%
1,138
+16
EXEL icon
904
Exelixis
EXEL
$11.2B
$4.41K ﹤0.01%
+100
HNST icon
905
The Honest Company
HNST
$288M
$4.36K ﹤0.01%
856
+97
REM icon
906
iShares Mortgage Real Estate ETF
REM
$609M
$4.28K ﹤0.01%
200
CELH icon
907
Celsius Holdings
CELH
$11B
$4.17K ﹤0.01%
+90
KD icon
908
Kyndryl
KD
$5.88B
$4.15K ﹤0.01%
99
HLN icon
909
Haleon
HLN
$42.7B
$4.15K ﹤0.01%
400
PJT icon
910
PJT Partners
PJT
$4.05B
$4.13K ﹤0.01%
25
TLT icon
911
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$4.06K ﹤0.01%
46
AHCO icon
912
AdaptHealth
AHCO
$1.24B
$3.91K ﹤0.01%
415
FIZZ icon
913
National Beverage
FIZZ
$3.1B
$3.89K ﹤0.01%
90
NUV icon
914
Nuveen Municipal Value Fund
NUV
$1.87B
$3.79K ﹤0.01%
436
+2
MPC icon
915
Marathon Petroleum
MPC
$60.1B
$3.65K ﹤0.01%
22
CATO icon
916
Cato Corp
CATO
$70M
$3.65K ﹤0.01%
1,297
PRSU
917
Pursuit Attractions and Hospitality Inc
PRSU
$966M
$3.63K ﹤0.01%
126
PAA icon
918
Plains All American Pipeline
PAA
$12B
$3.5K ﹤0.01%
191
AIG icon
919
American International
AIG
$42B
$3.34K ﹤0.01%
39
AMC icon
920
AMC Entertainment Holdings
AMC
$1.17B
$3.31K ﹤0.01%
1,067
XEL icon
921
Xcel Energy
XEL
$47.7B
$3.27K ﹤0.01%
48
BBVA icon
922
Banco Bilbao Vizcaya Argentaria
BBVA
$122B
$3.24K ﹤0.01%
211
SPTS icon
923
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.77B
$3.16K ﹤0.01%
108
FTRE icon
924
Fortrea Holdings
FTRE
$962M
$3.14K ﹤0.01%
635
-218
PINS icon
925
Pinterest
PINS
$18B
$3.08K ﹤0.01%
86
-40