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
$1.14B
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
ARTY
926
iShares Future AI & Tech ETF
ARTY
$1.73B
$3.08K ﹤0.01%
+75
SCZ icon
927
iShares MSCI EAFE Small-Cap ETF
SCZ
$11.1B
$3.05K ﹤0.01%
42
ROBO icon
928
ROBO Global Robotics & Automation Index ETF
ROBO
$1.23B
$2.99K ﹤0.01%
50
MOH icon
929
Molina Healthcare
MOH
$8.34B
$2.98K ﹤0.01%
10
AVDX
930
DELISTED
AvidXchange
AVDX
$2.94K ﹤0.01%
300
GM icon
931
General Motors
GM
$64.7B
$2.9K ﹤0.01%
59
IYH icon
932
iShares US Healthcare ETF
IYH
$2.96B
$2.88K ﹤0.01%
51
WST icon
933
West Pharmaceutical
WST
$20.7B
$2.84K ﹤0.01%
13
-23
RIVN icon
934
Rivian
RIVN
$16.3B
$2.75K ﹤0.01%
200
UPST icon
935
Upstart Holdings
UPST
$5.07B
$2.65K ﹤0.01%
41
SLV icon
936
iShares Silver Trust
SLV
$22.8B
$2.63K ﹤0.01%
80
BOX icon
937
Box
BOX
$4.74B
$2.56K ﹤0.01%
75
VALE icon
938
Vale
VALE
$48.9B
$2.43K ﹤0.01%
250
TRI icon
939
Thomson Reuters
TRI
$73.2B
$2.41K ﹤0.01%
12
-72
BFLY icon
940
Butterfly Network
BFLY
$554M
$2.4K ﹤0.01%
1,200
EA icon
941
Electronic Arts
EA
$50B
$2.4K ﹤0.01%
15
ABNB icon
942
Airbnb
ABNB
$79B
$2.38K ﹤0.01%
18
TDC icon
943
Teradata
TDC
$2.02B
$2.37K ﹤0.01%
106
PRKS icon
944
United Parks & Resorts
PRKS
$2.85B
$2.36K ﹤0.01%
50
-50
SYF icon
945
Synchrony
SYF
$27B
$2.34K ﹤0.01%
35
ROK icon
946
Rockwell Automation
ROK
$40.6B
$2.33K ﹤0.01%
7
PSTG icon
947
Pure Storage
PSTG
$31.4B
$2.3K ﹤0.01%
40
FNDA icon
948
Schwab Fundamental US Small Company Index ETF
FNDA
$9.32B
$2.29K ﹤0.01%
80
EXEEL
949
Expand Energy Corp Class C Warrants
EXEEL
$1.05B
$2.27K ﹤0.01%
21
MBC icon
950
MasterBrand
MBC
$1.62B
$2.19K ﹤0.01%
200
36 37
38
39 40