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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
EA icon
951
Electronic Arts
EA
$50.9B
$3.06K ﹤0.01%
15
CMPS
952
Compass Pathways
CMPS
$1.52B
$3.04K ﹤0.01%
550
FIZZ icon
953
National Beverage
FIZZ
$3.44B
$3.03K ﹤0.01%
90
LBTYA icon
954
Liberty Global Class A
LBTYA
$4.05B
$3.02K ﹤0.01%
250
RIVN icon
955
Rivian
RIVN
$20.5B
$3.01K ﹤0.01%
200
AIG icon
956
American International
AIG
$39.8B
$2.94K ﹤0.01%
39
PUBM icon
957
PubMatic
PUBM
$508M
$2.86K ﹤0.01%
350
STX icon
958
Seagate
STX
$191B
$2.74K ﹤0.01%
+7
WHR icon
959
Whirlpool
WHR
$2.64B
$2.74K ﹤0.01%
+51
TDC icon
960
Teradata
TDC
$3.06B
$2.72K ﹤0.01%
106
NB
961
NioCorp Developments
NB
$753M
$2.68K ﹤0.01%
600
LUV icon
962
Southwest Airlines
LUV
$20.3B
$2.67K ﹤0.01%
+71
PCT icon
963
PureCycle Technologies
PCT
$1.52B
$2.6K ﹤0.01%
+500
FNDA icon
964
Schwab Fundamental US Small Company Index ETF
FNDA
$8.97B
$2.59K ﹤0.01%
80
LVS icon
965
Las Vegas Sands
LVS
$33.7B
$2.55K ﹤0.01%
47
SMR icon
966
NuScale Power
SMR
$3.28B
$2.55K ﹤0.01%
235
TEAM icon
967
Atlassian
TEAM
$22.4B
$2.52K ﹤0.01%
37
ROK icon
968
Rockwell Automation
ROK
$50B
$2.51K ﹤0.01%
7
RBLX icon
969
Roblox
RBLX
$30.1B
$2.49K ﹤0.01%
44
VRSN icon
970
VeriSign
VRSN
$25.6B
$2.48K ﹤0.01%
10
URA icon
971
Global X Uranium ETF
URA
$6.05B
$2.42K ﹤0.01%
50
IEF icon
972
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$2.39K ﹤0.01%
+25
SYF icon
973
Synchrony
SYF
$23.4B
$2.38K ﹤0.01%
35
P
974
Everpure Inc
P
$22.1B
$2.36K ﹤0.01%
40
JCI icon
975
Johnson Controls International
JCI
$85.9B
$2.36K ﹤0.01%
+18