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 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
ABNB icon
976
Airbnb
ABNB
$85.6B
$2.2K ﹤0.01%
18
MTZ icon
977
MasTec
MTZ
$29.6B
$2.13K ﹤0.01%
10
SPAB icon
978
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.95B
$2.09K ﹤0.01%
81
AMTM
979
Amentum Holdings
AMTM
$6.31B
$2.08K ﹤0.01%
87
UPST icon
980
Upstart Holdings
UPST
$3.21B
$2.08K ﹤0.01%
41
ZM icon
981
Zoom
ZM
$27.1B
$2.06K ﹤0.01%
25
MANH icon
982
Manhattan Associates
MANH
$8.42B
$2.05K ﹤0.01%
10
EXEEL
983
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
$2.03K ﹤0.01%
21
LLYVA icon
984
Liberty Live Group Series A
LLYVA
$8.37B
$1.98K ﹤0.01%
21
MLPA icon
985
Global X MLP ETF
MLPA
$2.14B
$1.97K ﹤0.01%
41
+1
RACE icon
986
Ferrari
RACE
$62.1B
$1.94K ﹤0.01%
4
DTM icon
987
DT Midstream
DTM
$13.7B
$1.92K ﹤0.01%
17
TRI icon
988
Thomson Reuters
TRI
$39.8B
$1.86K ﹤0.01%
12
TTEK icon
989
Tetra Tech
TTEK
$8.15B
$1.84K ﹤0.01%
55
FOX icon
990
Fox Class B
FOX
$23.9B
$1.83K ﹤0.01%
32
NGG icon
991
National Grid
NGG
$87B
$1.82K ﹤0.01%
25
KD icon
992
Kyndryl
KD
$3.06B
$1.77K ﹤0.01%
59
-40
ETHA
993
iShares Ethereum Trust ETF
ETHA
$7.73B
$1.73K ﹤0.01%
+55
REZ icon
994
iShares Residential and Multisector Real Estate ETF
REZ
$834M
$1.7K ﹤0.01%
20
RXRX icon
995
Recursion Pharmaceuticals
RXRX
$1.85B
$1.69K ﹤0.01%
347
SKT icon
996
Tanger
SKT
$4.2B
$1.69K ﹤0.01%
50
DJT icon
997
Trump Media & Technology Group
DJT
$2.59B
$1.64K ﹤0.01%
100
SONO icon
998
Sonos
SONO
$1.78B
$1.5K ﹤0.01%
95
GRX
999
Gabelli Healthcare & Wellness Trust
GRX
$135M
$1.49K ﹤0.01%
164
IGIB icon
1000
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.8B
$1.48K ﹤0.01%
27