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
OGN icon
976
Organon & Co
OGN
$2.93B
$1.82K ﹤0.01%
254
-30
UPST icon
977
Upstart Holdings
UPST
$3.21B
$1.79K ﹤0.01%
41
MANH icon
978
Manhattan Associates
MANH
$8.42B
$1.73K ﹤0.01%
10
LLYVA icon
979
Liberty Live Group Series A
LLYVA
$8.37B
$1.71K ﹤0.01%
21
SKT icon
980
Tanger
SKT
$4.2B
$1.67K ﹤0.01%
50
SONO icon
981
Sonos
SONO
$1.78B
$1.67K ﹤0.01%
95
AMC icon
982
AMC Entertainment Holdings
AMC
$956M
$1.67K ﹤0.01%
1,067
REZ icon
983
iShares Residential and Multisector Real Estate ETF
REZ
$834M
$1.65K ﹤0.01%
20
PCAR icon
984
PACCAR
PCAR
$66.8B
$1.64K ﹤0.01%
15
RCAT icon
985
Red Cat Holdings
RCAT
$1.43B
$1.59K ﹤0.01%
+200
TRI icon
986
Thomson Reuters
TRI
$39.8B
$1.58K ﹤0.01%
12
GRX
987
Gabelli Healthcare & Wellness Trust
GRX
$135M
$1.58K ﹤0.01%
164
KD icon
988
Kyndryl
KD
$3.06B
$1.57K ﹤0.01%
59
AVD icon
989
American Vanguard Corp
AVD
$84.5M
$1.53K ﹤0.01%
400
IGIB icon
990
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.8B
$1.5K ﹤0.01%
28
+1
RACE icon
991
Ferrari
RACE
$62.1B
$1.48K ﹤0.01%
4
AEG icon
992
Aegon
AEG
$12.1B
$1.42K ﹤0.01%
184
RXRX icon
993
Recursion Pharmaceuticals
RXRX
$1.85B
$1.42K ﹤0.01%
347
PLD icon
994
Prologis
PLD
$132B
$1.42K ﹤0.01%
11
TAP icon
995
Molson Coors Class B
TAP
$7.98B
$1.4K ﹤0.01%
30
SPHR icon
996
Sphere Entertainment
SPHR
$4.66B
$1.33K ﹤0.01%
14
DJT icon
997
Trump Media & Technology Group
DJT
$2.59B
$1.32K ﹤0.01%
100
AES icon
998
AES
AES
$10.3B
$1.29K ﹤0.01%
90
GL icon
999
Globe Life
GL
$12B
$1.26K ﹤0.01%
9
ETHA
1000
iShares Ethereum Trust ETF
ETHA
$7.73B
$1.23K ﹤0.01%
55