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
PCAR icon
1001
PACCAR
PCAR
$58.6B
$1.48K ﹤0.01%
15
AEG icon
1002
Aegon
AEG
$11.6B
$1.47K ﹤0.01%
184
BW icon
1003
Babcock & Wilcox
BW
$660M
$1.45K ﹤0.01%
500
LNG icon
1004
Cheniere Energy
LNG
$40.8B
$1.41K ﹤0.01%
6
TAP icon
1005
Molson Coors Class B
TAP
$9.41B
$1.36K ﹤0.01%
30
ETSY icon
1006
Etsy
ETSY
$5.32B
$1.33K ﹤0.01%
20
GL icon
1007
Globe Life
GL
$11.1B
$1.29K ﹤0.01%
9
PLD icon
1008
Prologis
PLD
$121B
$1.27K ﹤0.01%
11
OMC icon
1009
Omnicom Group
OMC
$25.5B
$1.24K ﹤0.01%
15
FLO icon
1010
Flowers Foods
FLO
$2.28B
$1.23K ﹤0.01%
94
AES icon
1011
AES
AES
$9.86B
$1.18K ﹤0.01%
90
IXG icon
1012
iShares Global Financials ETF
IXG
$643M
$1.17K ﹤0.01%
10
EOSE icon
1013
Eos Energy Enterprises
EOSE
$4.8B
$1.14K ﹤0.01%
+100
FIP icon
1014
FTAI Infrastructure
FIP
$597M
$1.09K ﹤0.01%
249
+2
REZI icon
1015
Resideo Technologies
REZI
$5.42B
$1.08K ﹤0.01%
25
ENPH icon
1016
Enphase Energy
ENPH
$4.21B
$1.06K ﹤0.01%
30
+15
UA icon
1017
Under Armour Class C
UA
$1.77B
$971 ﹤0.01%
201
MOH icon
1018
Molina Healthcare
MOH
$8.66B
$957 ﹤0.01%
5
-5
MRP
1019
Millrose Properties Inc
MRP
$5.26B
$907 ﹤0.01%
27
SPHR icon
1020
Sphere Entertainment
SPHR
$3.17B
$870 ﹤0.01%
14
MAT icon
1021
Mattel
MAT
$6.28B
$842 ﹤0.01%
50
ECPG icon
1022
Encore Capital Group
ECPG
$1.2B
$835 ﹤0.01%
20
CHTR icon
1023
Charter Communications
CHTR
$26.7B
$825 ﹤0.01%
3
PL icon
1024
Planet Labs
PL
$5.61B
$805 ﹤0.01%
+62
LNT icon
1025
Alliant Energy
LNT
$16.8B
$742 ﹤0.01%
11