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
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Sells

1 +$9.38M
2 +$3.83M
3 +$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.81%
2 Financials 13.85%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
QS icon
951
QuantumScape Corp
QS
$4.42B
$2.6K ﹤0.01%
250
AMTM
952
Amentum Holdings
AMTM
$6.31B
$2.52K ﹤0.01%
87
FNDA icon
953
Schwab Fundamental US Small Company Index ETF
FNDA
$10.2B
$2.52K ﹤0.01%
80
WYNN icon
954
Wynn Resorts
WYNN
$11B
$2.48K ﹤0.01%
21
RGP icon
955
Resources Connection
RGP
$139M
$2.46K ﹤0.01%
489
+7
ABNB icon
956
Airbnb
ABNB
$85.6B
$2.44K ﹤0.01%
18
MGNI icon
957
Magnite
MGNI
$1.86B
$2.44K ﹤0.01%
150
VRSN icon
958
VeriSign
VRSN
$24.5B
$2.43K ﹤0.01%
10
-30
WTW icon
959
Willis Towers Watson
WTW
$27.1B
$2.3K ﹤0.01%
7
BOX icon
960
Box
BOX
$3.36B
$2.24K ﹤0.01%
75
PINS icon
961
Pinterest
PINS
$11.5B
$2.23K ﹤0.01%
86
MBC icon
962
MasterBrand
MBC
$1.2B
$2.21K ﹤0.01%
200
MTZ icon
963
MasTec
MTZ
$29.6B
$2.17K ﹤0.01%
10
ZM icon
964
Zoom
ZM
$27.1B
$2.16K ﹤0.01%
25
URA icon
965
Global X Uranium ETF
URA
$7.71B
$2.14K ﹤0.01%
50
APTV icon
966
Aptiv
APTV
$12.8B
$2.13K ﹤0.01%
28
VT icon
967
Vanguard Total World Stock ETF
VT
$68B
$2.12K ﹤0.01%
15
+14
SPAB icon
968
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.95B
$2.09K ﹤0.01%
81
FOX icon
969
Fox Class B
FOX
$23.9B
$2.08K ﹤0.01%
32
DTM icon
970
DT Midstream
DTM
$13.7B
$2.04K ﹤0.01%
17
SG icon
971
Sweetgreen
SG
$848M
$2.03K ﹤0.01%
300
MLPA icon
972
Global X MLP ETF
MLPA
$2.14B
$2.01K ﹤0.01%
42
+1
NGG icon
973
National Grid
NGG
$87B
$1.93K ﹤0.01%
25
OMC icon
974
Omnicom Group
OMC
$21.6B
$1.88K ﹤0.01%
23
+8
TTEK icon
975
Tetra Tech
TTEK
$8.15B
$1.84K ﹤0.01%
55