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 13.84%
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
PL icon
1001
Planet Labs
PL
$8.52B
$1.22K ﹤0.01%
62
IXG icon
1002
iShares Global Financials ETF
IXG
$583M
$1.21K ﹤0.01%
10
LNG icon
1003
Cheniere Energy
LNG
$53.4B
$1.17K ﹤0.01%
6
FIP icon
1004
FTAI Infrastructure
FIP
$606M
$1.16K ﹤0.01%
251
+2
ETSY icon
1005
Etsy
ETSY
$5B
$1.11K ﹤0.01%
20
FLO icon
1006
Flowers Foods
FLO
$1.83B
$1.02K ﹤0.01%
94
MAT icon
1007
Mattel
MAT
$4.9B
$992 ﹤0.01%
50
UA icon
1008
Under Armour Class C
UA
$2.68B
$965 ﹤0.01%
201
ENPH icon
1009
Enphase Energy
ENPH
$5.58B
$962 ﹤0.01%
30
MARA icon
1010
Marathon Digital Holdings
MARA
$3.33B
$898 ﹤0.01%
+100
REZI icon
1011
Resideo Technologies
REZI
$5.07B
$878 ﹤0.01%
25
MOH icon
1012
Molina Healthcare
MOH
$7.68B
$868 ﹤0.01%
5
IAU icon
1013
iShares Gold Trust
IAU
$81.4B
$812 ﹤0.01%
10
MRP
1014
Millrose Properties Inc
MRP
$4.74B
$806 ﹤0.01%
27
MSGE icon
1015
Madison Square Garden
MSGE
$2.67B
$754 ﹤0.01%
14
LNT icon
1016
Alliant Energy
LNT
$18.4B
$715 ﹤0.01%
11
RCUS icon
1017
Arcus Biosciences
RCUS
$2.85B
$715 ﹤0.01%
30
CHTR icon
1018
Charter Communications
CHTR
$27.2B
$626 ﹤0.01%
3
IVES
1019
Dan IVES Wedbush AI Revolution ETF
IVES
$917M
$569 ﹤0.01%
18
TDOC icon
1020
Teladoc Health
TDOC
$956M
$560 ﹤0.01%
80
BATRK icon
1021
Atlanta Braves Holdings Series B
BATRK
$2.74B
$552 ﹤0.01%
14
SOBO
1022
South Bow Corp
SOBO
$6.88B
$549 ﹤0.01%
20
ALK icon
1023
Alaska Air
ALK
$4.43B
$503 ﹤0.01%
10
-1
NUS icon
1024
Nu Skin
NUS
$342M
$481 ﹤0.01%
50
LE icon
1025
Lands' End
LE
$462M
$436 ﹤0.01%
30