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 Buys

1
+$1.04M
2
+$938K
3
+$918K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$838K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$834K

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
OGN icon
951
Organon & Co
OGN
$1.65B
$3.04K ﹤0.01%
284
-336
IYH icon
952
iShares US Healthcare ETF
IYH
$3.01B
$3K ﹤0.01%
51
AVDX
953
DELISTED
AvidXchange
AVDX
$2.98K ﹤0.01%
300
MSM icon
954
MSC Industrial Direct
MSM
$5.04B
$2.95K ﹤0.01%
32
-68
RIVN icon
955
Rivian
RIVN
$19B
$2.94K ﹤0.01%
200
PUBM icon
956
PubMatic
PUBM
$384M
$2.9K ﹤0.01%
+350
PINS icon
957
Pinterest
PINS
$11.6B
$2.77K ﹤0.01%
86
VALE icon
958
Vale
VALE
$64.3B
$2.71K ﹤0.01%
250
MBC icon
959
MasterBrand
MBC
$1.03B
$2.63K ﹤0.01%
200
WYNN icon
960
Wynn Resorts
WYNN
$10.3B
$2.63K ﹤0.01%
21
+1
LVS icon
961
Las Vegas Sands
LVS
$36.1B
$2.52K ﹤0.01%
47
FNDA icon
962
Schwab Fundamental US Small Company Index ETF
FNDA
$9.19B
$2.49K ﹤0.01%
80
SYF icon
963
Synchrony
SYF
$22.2B
$2.49K ﹤0.01%
35
ROK icon
964
Rockwell Automation
ROK
$40.2B
$2.45K ﹤0.01%
7
RGP icon
965
Resources Connection
RGP
$118M
$2.44K ﹤0.01%
482
-988
BOX icon
966
Box
BOX
$3.54B
$2.42K ﹤0.01%
75
WTW icon
967
Willis Towers Watson
WTW
$27.1B
$2.42K ﹤0.01%
7
APTV icon
968
Aptiv
APTV
$14.9B
$2.41K ﹤0.01%
28
RKLB icon
969
Rocket Lab Corp
RKLB
$38.8B
$2.4K ﹤0.01%
50
SG icon
970
Sweetgreen
SG
$645M
$2.39K ﹤0.01%
+300
URA icon
971
Global X Uranium ETF
URA
$7.09B
$2.38K ﹤0.01%
50
BFLY icon
972
Butterfly Network
BFLY
$927M
$2.32K ﹤0.01%
1,200
AVD icon
973
American Vanguard Corp
AVD
$118M
$2.3K ﹤0.01%
400
ROST icon
974
Ross Stores
ROST
$67.9B
$2.29K ﹤0.01%
15
TDC icon
975
Teradata
TDC
$2.47B
$2.28K ﹤0.01%
106
37 38
39
40 41