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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1 +$8.97M
2 +$3.84M
3 +$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1 +$2.79M
2 +$2.32M
3 +$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WTW icon
951
Willis Towers Watson
WTW
$30.8B
$2.15K ﹤0.01%
7
SPAB icon
952
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$8.62B
$2.07K ﹤0.01%
81
AMTM
953
Amentum Holdings
AMTM
$5.37B
$2.05K ﹤0.01%
87
-438
LVS icon
954
Las Vegas Sands
LVS
$44.2B
$2.03K ﹤0.01%
47
+1
MLPA icon
955
Global X MLP ETF
MLPA
$1.81B
$2.01K ﹤0.01%
+40
TTEK icon
956
Tetra Tech
TTEK
$9.47B
$1.98K ﹤0.01%
55
MANH icon
957
Manhattan Associates
MANH
$10.7B
$1.98K ﹤0.01%
10
RACE icon
958
Ferrari
RACE
$74B
$1.96K ﹤0.01%
4
ZM icon
959
Zoom
ZM
$25.2B
$1.95K ﹤0.01%
25
DOCU icon
960
DocuSign
DOCU
$13.6B
$1.95K ﹤0.01%
25
URA icon
961
Global X Uranium ETF
URA
$4.74B
$1.94K ﹤0.01%
50
WYNN icon
962
Wynn Resorts
WYNN
$12.6B
$1.92K ﹤0.01%
20
ROST icon
963
Ross Stores
ROST
$52.2B
$1.91K ﹤0.01%
15
APTV icon
964
Aptiv
APTV
$17.1B
$1.91K ﹤0.01%
28
DTM icon
965
DT Midstream
DTM
$11.8B
$1.87K ﹤0.01%
17
NGG icon
966
National Grid
NGG
$76.8B
$1.86K ﹤0.01%
+25
DJT icon
967
Trump Media & Technology Group
DJT
$3.1B
$1.8K ﹤0.01%
100
RKLB icon
968
Rocket Lab Corp
RKLB
$24.3B
$1.79K ﹤0.01%
+50
RXRX icon
969
Recursion Pharmaceuticals
RXRX
$2.16B
$1.76K ﹤0.01%
347
AMPH icon
970
Amphastar Pharmaceuticals
AMPH
$1.2B
$1.72K ﹤0.01%
75
-75
MTZ icon
971
MasTec
MTZ
$15.2B
$1.7K ﹤0.01%
+10
LLYVA icon
972
Liberty Live Group Series A
LLYVA
$7.39B
$1.67K ﹤0.01%
21
FOX icon
973
Fox Class B
FOX
$26B
$1.65K ﹤0.01%
32
REZ icon
974
iShares Residential and Multisector Real Estate ETF
REZ
$805M
$1.65K ﹤0.01%
20
HDSN icon
975
Hudson Technologies
HDSN
$296M
$1.62K ﹤0.01%
200