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
OGN icon
951
Organon & Co
OGN
$1.86B
$3.04K ﹤0.01%
284
-336
IYH icon
952
iShares US Healthcare ETF
IYH
$3.64B
$3K ﹤0.01%
51
AVDX
953
DELISTED
AvidXchange
AVDX
$2.98K ﹤0.01%
300
MSM icon
954
MSC Industrial Direct
MSM
$4.84B
$2.95K ﹤0.01%
32
-68
RIVN icon
955
Rivian
RIVN
$22.6B
$2.94K ﹤0.01%
200
PUBM icon
956
PubMatic
PUBM
$420M
$2.9K ﹤0.01%
+350
PINS icon
957
Pinterest
PINS
$17.6B
$2.77K ﹤0.01%
86
VALE icon
958
Vale
VALE
$54.2B
$2.71K ﹤0.01%
250
MBC icon
959
MasterBrand
MBC
$1.48B
$2.63K ﹤0.01%
200
WYNN icon
960
Wynn Resorts
WYNN
$12.9B
$2.63K ﹤0.01%
21
+1
LVS icon
961
Las Vegas Sands
LVS
$44.1B
$2.52K ﹤0.01%
47
FNDA icon
962
Schwab Fundamental US Small Company Index ETF
FNDA
$9.16B
$2.49K ﹤0.01%
80
SYF icon
963
Synchrony
SYF
$30.3B
$2.49K ﹤0.01%
35
ROK icon
964
Rockwell Automation
ROK
$45.5B
$2.45K ﹤0.01%
7
RGP icon
965
Resources Connection
RGP
$173M
$2.44K ﹤0.01%
482
-988
BOX icon
966
Box
BOX
$4.32B
$2.42K ﹤0.01%
75
WTW icon
967
Willis Towers Watson
WTW
$31.3B
$2.42K ﹤0.01%
7
APTV icon
968
Aptiv
APTV
$17B
$2.41K ﹤0.01%
28
RKLB icon
969
Rocket Lab Corp
RKLB
$32.8B
$2.4K ﹤0.01%
50
SG icon
970
Sweetgreen
SG
$859M
$2.39K ﹤0.01%
+300
URA icon
971
Global X Uranium ETF
URA
$5.33B
$2.38K ﹤0.01%
50
BFLY icon
972
Butterfly Network
BFLY
$760M
$2.32K ﹤0.01%
1,200
AVD icon
973
American Vanguard Corp
AVD
$123M
$2.3K ﹤0.01%
400
ROST icon
974
Ross Stores
ROST
$58.9B
$2.29K ﹤0.01%
15
TDC icon
975
Teradata
TDC
$2.92B
$2.28K ﹤0.01%
106