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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$2.04M
3 +$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1 +$20.2M
2 +$1.22M
3 +$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GM icon
926
General Motors
GM
$64.5B
$2.77K ﹤0.01%
59
ENS icon
927
EnerSys
ENS
$4.73B
$2.75K ﹤0.01%
30
BFLY icon
928
Butterfly Network
BFLY
$677M
$2.74K ﹤0.01%
1,200
PLD icon
929
Prologis
PLD
$115B
$2.68K ﹤0.01%
24
SCZ icon
930
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$2.67K ﹤0.01%
42
MBC icon
931
MasterBrand
MBC
$1.6B
$2.61K ﹤0.01%
200
ROBO icon
932
ROBO Global Robotics & Automation Index ETF
ROBO
$1.22B
$2.58K ﹤0.01%
50
RBLX icon
933
Roblox
RBLX
$79.8B
$2.56K ﹤0.01%
44
AVDX
934
DELISTED
AvidXchange
AVDX
$2.54K ﹤0.01%
300
VALE icon
935
Vale
VALE
$51.6B
$2.5K ﹤0.01%
250
RIVN icon
936
Rivian
RIVN
$16.5B
$2.49K ﹤0.01%
200
XIFR
937
XPLR Infrastructure LP
XIFR
$927M
$2.48K ﹤0.01%
261
SLV icon
938
iShares Silver Trust
SLV
$23.7B
$2.48K ﹤0.01%
80
TDC icon
939
Teradata
TDC
$1.97B
$2.38K ﹤0.01%
106
OKLO
940
Oklo
OKLO
$19.6B
$2.38K ﹤0.01%
+110
WTW icon
941
Willis Towers Watson
WTW
$30B
$2.37K ﹤0.01%
7
BOX icon
942
Box
BOX
$4.65B
$2.31K ﹤0.01%
75
GDXJ icon
943
VanEck Junior Gold Miners ETF
GDXJ
$7.83B
$2.29K ﹤0.01%
40
FNDA icon
944
Schwab Fundamental US Small Company Index ETF
FNDA
$9.06B
$2.19K ﹤0.01%
80
EA icon
945
Electronic Arts
EA
$49.9B
$2.17K ﹤0.01%
15
ABNB icon
946
Airbnb
ABNB
$77.5B
$2.15K ﹤0.01%
18
EXEEL
947
Expand Energy Corp Class C Warrants
EXEEL
$2.11K ﹤0.01%
21
SPAB icon
948
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$8.67B
$2.07K ﹤0.01%
81
DOCU icon
949
DocuSign
DOCU
$14.7B
$2.04K ﹤0.01%
25
DJT icon
950
Trump Media & Technology Group
DJT
$4.29B
$1.95K ﹤0.01%
100