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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$1.36M
3
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1
+$21.1M
2
+$6.19M
3
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VALE icon
926
Vale
VALE
$64B
$3.98K ﹤0.01%
250
POOL icon
927
Pool Corp
POOL
$6.9B
$3.84K ﹤0.01%
19
XEL icon
928
Xcel Energy
XEL
$48.9B
$3.81K ﹤0.01%
48
ABNB icon
929
Airbnb
ABNB
$76.6B
$3.79K ﹤0.01%
30
+12
PLD icon
930
Prologis
PLD
$137B
$3.72K ﹤0.01%
28
+17
NNE
931
Nano Nuclear Energy
NNE
$1.16B
$3.69K ﹤0.01%
180
CATO icon
932
Cato Corp
CATO
$63.5M
$3.67K ﹤0.01%
1,297
RAL
933
Ralliant Corp
RAL
$7.18B
$3.66K ﹤0.01%
88
MFM
934
Aberdeen Municipal Income Fund
MFM
$226M
$3.5K ﹤0.01%
650
PJT icon
935
PJT Partners
PJT
$4B
$3.49K ﹤0.01%
25
ARTY
936
iShares Future AI & Tech ETF
ARTY
$3.52B
$3.49K ﹤0.01%
75
ROBO icon
937
ROBO Global Robotics & Automation Index ETF
ROBO
$1.86B
$3.42K ﹤0.01%
50
FTRE icon
938
Fortrea Holdings
FTRE
$1.57B
$3.39K ﹤0.01%
360
-75
CELH icon
939
Celsius Holdings
CELH
$7.2B
$3.37K ﹤0.01%
95
+2
EVGO icon
940
EVgo
EVGO
$274M
$3.3K ﹤0.01%
1,920
SCZ icon
941
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.3B
$3.29K ﹤0.01%
42
-131
WST icon
942
West Pharmaceutical
WST
$23.2B
$3.26K ﹤0.01%
13
FDS icon
943
Factset
FDS
$8.82B
$3.25K ﹤0.01%
15
ROST icon
944
Ross Stores
ROST
$76.2B
$3.25K ﹤0.01%
15
MTZ icon
945
MasTec
MTZ
$27.5B
$3.22K ﹤0.01%
10
RKLB icon
946
Rocket Lab Corp
RKLB
$69.3B
$3.21K ﹤0.01%
50
VONG icon
947
Vanguard Russell 1000 Growth ETF
VONG
$43.2B
$3.18K ﹤0.01%
+29
IYH icon
948
iShares US Healthcare ETF
IYH
$3.09B
$3.18K ﹤0.01%
52
+1
SPTS icon
949
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.86B
$3.15K ﹤0.01%
108
TFI icon
950
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.09B
$3.13K ﹤0.01%
+69
36 37
38
39 40