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
ABNB icon
976
Airbnb
ABNB
$78.2B
$2.2K ﹤0.01%
18
MTZ icon
977
MasTec
MTZ
$17.5B
$2.13K ﹤0.01%
10
SPAB icon
978
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.05B
$2.09K ﹤0.01%
81
AMTM
979
Amentum Holdings
AMTM
$7.21B
$2.08K ﹤0.01%
87
UPST icon
980
Upstart Holdings
UPST
$4.78B
$2.08K ﹤0.01%
41
ZM icon
981
Zoom
ZM
$26.5B
$2.06K ﹤0.01%
25
MANH icon
982
Manhattan Associates
MANH
$10.5B
$2.05K ﹤0.01%
10
EXEEL
983
Expand Energy Corp Class C Warrants
EXEEL
$1.21B
$2.03K ﹤0.01%
21
LLYVA icon
984
Liberty Live Group Series A
LLYVA
$7.61B
$1.98K ﹤0.01%
21
MLPA icon
985
Global X MLP ETF
MLPA
$1.82B
$1.97K ﹤0.01%
41
+1
RACE icon
986
Ferrari
RACE
$65.1B
$1.94K ﹤0.01%
4
DTM icon
987
DT Midstream
DTM
$12.2B
$1.92K ﹤0.01%
17
TRI icon
988
Thomson Reuters
TRI
$58.3B
$1.86K ﹤0.01%
12
TTEK icon
989
Tetra Tech
TTEK
$9.05B
$1.84K ﹤0.01%
55
FOX icon
990
Fox Class B
FOX
$28.2B
$1.83K ﹤0.01%
32
NGG icon
991
National Grid
NGG
$74.3B
$1.82K ﹤0.01%
25
KD icon
992
Kyndryl
KD
$6.09B
$1.77K ﹤0.01%
59
-40
ETHA
993
iShares Ethereum Trust ETF
ETHA
$1.78B
$1.73K ﹤0.01%
+55
REZ icon
994
iShares Residential and Multisector Real Estate ETF
REZ
$771M
$1.7K ﹤0.01%
20
RXRX icon
995
Recursion Pharmaceuticals
RXRX
$2.28B
$1.69K ﹤0.01%
347
SKT icon
996
Tanger
SKT
$3.85B
$1.69K ﹤0.01%
50
DJT icon
997
Trump Media & Technology Group
DJT
$3B
$1.64K ﹤0.01%
100
SONO icon
998
Sonos
SONO
$2.22B
$1.5K ﹤0.01%
95
GRX
999
Gabelli Healthcare & Wellness Trust
GRX
$145M
$1.49K ﹤0.01%
164
IGIB icon
1000
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$1.48K ﹤0.01%
27