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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
DTM icon
976
DT Midstream
DTM
$14.5B
$2.29K ﹤0.01%
17
MLPA icon
977
Global X MLP ETF
MLPA
$2.17B
$2.28K ﹤0.01%
42
NGG icon
978
National Grid
NGG
$81.4B
$2.15K ﹤0.01%
25
PSNY icon
979
Polestar Automotive Holding UK
PSNY
$1.84B
$2.12K ﹤0.01%
115
-50
WYNN icon
980
Wynn Resorts
WYNN
$10.9B
$2.1K ﹤0.01%
21
SPAB icon
981
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.69B
$2.08K ﹤0.01%
81
VT icon
982
Vanguard Total World Stock ETF
VT
$73.7B
$2.08K ﹤0.01%
15
WTW icon
983
Willis Towers Watson
WTW
$24.9B
$2.04K ﹤0.01%
7
ZM icon
984
Zoom
ZM
$27.1B
$2.01K ﹤0.01%
25
APTV icon
985
Aptiv
APTV
$13.9B
$1.94K ﹤0.01%
28
LLYVA icon
986
Liberty Live Group Series A
LLYVA
$9.02B
$1.92K ﹤0.01%
21
RGP icon
987
Resources Connection
RGP
$163M
$1.86K ﹤0.01%
498
+9
MGNI icon
988
Magnite
MGNI
$2.22B
$1.78K ﹤0.01%
150
BOX icon
989
Box
BOX
$3.57B
$1.77K ﹤0.01%
75
OMC icon
990
Omnicom Group
OMC
$21.3B
$1.77K ﹤0.01%
24
+1
PCAR icon
991
PACCAR
PCAR
$60.5B
$1.73K ﹤0.01%
15
PL icon
992
Planet Labs
PL
$11.7B
$1.73K ﹤0.01%
62
LNG icon
993
Cheniere Energy
LNG
$51B
$1.72K ﹤0.01%
6
FOX icon
994
Fox Class B
FOX
$25.7B
$1.7K ﹤0.01%
32
SKT icon
995
Tanger
SKT
$4.64B
$1.7K ﹤0.01%
50
REZ icon
996
iShares Residential and Multisector Real Estate ETF
REZ
$867M
$1.66K ﹤0.01%
20
MBC icon
997
MasterBrand
MBC
$1.12B
$1.66K ﹤0.01%
200
TTEK icon
998
Tetra Tech
TTEK
$7.05B
$1.66K ﹤0.01%
55
SPHR icon
999
Sphere Entertainment
SPHR
$5.19B
$1.64K ﹤0.01%
14
AMTM
1000
Amentum Holdings
AMTM
$5.35B
$1.64K ﹤0.01%
63
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