AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Sells

1 +$9.38M
2 +$3.83M
3 +$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.81%
2 Financials 13.85%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RBLX icon
926
Roblox
RBLX
$40.1B
$3.56K ﹤0.01%
44
XEL icon
927
Xcel Energy
XEL
$49.4B
$3.54K ﹤0.01%
48
MFM
928
MFS Municipal Income Trust
MFM
$222M
$3.53K ﹤0.01%
650
PSNY icon
929
Polestar Automotive Holding UK
PSNY
$1.66B
$3.53K ﹤0.01%
165
-2
PAA icon
930
Plains All American Pipeline
PAA
$15.2B
$3.51K ﹤0.01%
195
+4
RKLB icon
931
Rocket Lab Corp
RKLB
$46.1B
$3.49K ﹤0.01%
50
ROBO icon
932
ROBO Global Robotics & Automation Index ETF
ROBO
$1.75B
$3.47K ﹤0.01%
50
IYH icon
933
iShares US Healthcare ETF
IYH
$2.84B
$3.34K ﹤0.01%
51
AIG icon
934
American International
AIG
$40.2B
$3.34K ﹤0.01%
39
SMR icon
935
NuScale Power
SMR
$3.87B
$3.33K ﹤0.01%
235
EXEEL
936
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
$3.29K ﹤0.01%
33
+12
VALE icon
937
Vale
VALE
$73.2B
$3.26K ﹤0.01%
250
TDC icon
938
Teradata
TDC
$2.5B
$3.23K ﹤0.01%
106
NB
939
NioCorp Developments
NB
$808M
$3.18K ﹤0.01%
600
+500
BW icon
940
Babcock & Wilcox
BW
$1.97B
$3.17K ﹤0.01%
500
SPTS icon
941
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.2B
$3.16K ﹤0.01%
108
PUBM icon
942
PubMatic
PUBM
$449M
$3.1K ﹤0.01%
350
EA icon
943
Electronic Arts
EA
$50.7B
$3.06K ﹤0.01%
15
LVS icon
944
Las Vegas Sands
LVS
$35B
$3.06K ﹤0.01%
47
SYF icon
945
Synchrony
SYF
$25.7B
$2.92K ﹤0.01%
35
FIZZ icon
946
National Beverage
FIZZ
$3.2B
$2.87K ﹤0.01%
90
LBTYA icon
947
Liberty Global Class A
LBTYA
$3.99B
$2.79K ﹤0.01%
250
-400
ROK icon
948
Rockwell Automation
ROK
$45.1B
$2.72K ﹤0.01%
7
ROST icon
949
Ross Stores
ROST
$72.9B
$2.7K ﹤0.01%
15
P
950
Everpure Inc
P
$23.6B
$2.68K ﹤0.01%
40