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
TLT icon
926
iShares 20+ Year Treasury Bond ETF
TLT
$48.3B
$4.13K ﹤0.01%
46
BBVA icon
927
Banco Bilbao Vizcaya Argentaria
BBVA
$129B
$4.06K ﹤0.01%
211
NUV icon
928
Nuveen Municipal Value Fund
NUV
$1.88B
$3.94K ﹤0.01%
439
+3
XEL icon
929
Xcel Energy
XEL
$44.5B
$3.87K ﹤0.01%
48
RAL
930
Ralliant Corp
RAL
$5.75B
$3.85K ﹤0.01%
88
FTRE icon
931
Fortrea Holdings
FTRE
$1.45B
$3.66K ﹤0.01%
435
-200
GM icon
932
General Motors
GM
$75.5B
$3.6K ﹤0.01%
59
HLN icon
933
Haleon
HLN
$42.4B
$3.59K ﹤0.01%
400
MFM
934
MFS Municipal Income Trust
MFM
$222M
$3.5K ﹤0.01%
650
-744
ARTY
935
iShares Future AI & Tech ETF
ARTY
$1.95B
$3.43K ﹤0.01%
75
WST icon
936
West Pharmaceutical
WST
$19.2B
$3.41K ﹤0.01%
13
SLV icon
937
iShares Silver Trust
SLV
$31.8B
$3.39K ﹤0.01%
80
NVDY icon
938
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.57B
$3.36K ﹤0.01%
+200
PSTG icon
939
Pure Storage
PSTG
$23.4B
$3.35K ﹤0.01%
40
FIZZ icon
940
National Beverage
FIZZ
$3.17B
$3.32K ﹤0.01%
90
ROBO icon
941
ROBO Global Robotics & Automation Index ETF
ROBO
$1.29B
$3.28K ﹤0.01%
50
MGNI icon
942
Magnite
MGNI
$2.34B
$3.27K ﹤0.01%
+150
PAA icon
943
Plains All American Pipeline
PAA
$12.5B
$3.26K ﹤0.01%
191
SCZ icon
944
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.5B
$3.22K ﹤0.01%
42
SPTS icon
945
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.85B
$3.17K ﹤0.01%
108
CMPS
946
Compass Pathways
CMPS
$647M
$3.15K ﹤0.01%
550
AMC icon
947
AMC Entertainment Holdings
AMC
$1.09B
$3.09K ﹤0.01%
1,067
QS icon
948
QuantumScape
QS
$7.1B
$3.08K ﹤0.01%
250
+50
AIG icon
949
American International
AIG
$45.8B
$3.06K ﹤0.01%
39
EA icon
950
Electronic Arts
EA
$51B
$3.04K ﹤0.01%
15