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
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Sells

1 +$1.31M
2 +$859K
3 +$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.43%
2 Financials 13.19%
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
$44B
$4.13K ﹤0.01%
46
BBVA icon
927
Banco Bilbao Vizcaya Argentaria
BBVA
$118B
$4.06K ﹤0.01%
211
NUV icon
928
Nuveen Municipal Value Fund
NUV
$1.9B
$3.94K ﹤0.01%
439
+3
XEL icon
929
Xcel Energy
XEL
$50.4B
$3.87K ﹤0.01%
48
RAL
930
Ralliant Corp
RAL
$4.8B
$3.85K ﹤0.01%
88
FTRE icon
931
Fortrea Holdings
FTRE
$845M
$3.66K ﹤0.01%
435
-200
GM icon
932
General Motors
GM
$66.4B
$3.6K ﹤0.01%
59
HLN icon
933
Haleon
HLN
$44.9B
$3.59K ﹤0.01%
400
MFM
934
MFS Municipal Income Trust
MFM
$223M
$3.5K ﹤0.01%
650
-744
ARTY
935
iShares Future AI & Tech ETF
ARTY
$2.2B
$3.43K ﹤0.01%
75
WST icon
936
West Pharmaceutical
WST
$16.6B
$3.41K ﹤0.01%
13
SLV icon
937
iShares Silver Trust
SLV
$43.3B
$3.39K ﹤0.01%
80
NVDY icon
938
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.35B
$3.36K ﹤0.01%
+200
PSTG icon
939
Everpure, Inc.
PSTG
$20.1B
$3.35K ﹤0.01%
40
FIZZ icon
940
National Beverage
FIZZ
$3.21B
$3.32K ﹤0.01%
90
ROBO icon
941
ROBO Global Robotics & Automation Index ETF
ROBO
$1.58B
$3.28K ﹤0.01%
50
MGNI icon
942
Magnite
MGNI
$1.77B
$3.27K ﹤0.01%
+150
PAA icon
943
Plains All American Pipeline
PAA
$15B
$3.26K ﹤0.01%
191
SCZ icon
944
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$3.22K ﹤0.01%
42
SPTS icon
945
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.62B
$3.17K ﹤0.01%
108
CMPS
946
Compass Pathways
CMPS
$753M
$3.15K ﹤0.01%
550
AMC icon
947
AMC Entertainment Holdings
AMC
$577M
$3.09K ﹤0.01%
1,067
QS icon
948
QuantumScape Corp
QS
$4.23B
$3.08K ﹤0.01%
250
+50
AIG icon
949
American International
AIG
$41B
$3.06K ﹤0.01%
39
EA icon
950
Electronic Arts
EA
$49.8B
$3.04K ﹤0.01%
15