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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1 +$8.97M
2 +$3.84M
3 +$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1 +$2.79M
2 +$2.32M
3 +$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TDOC icon
1001
Teladoc Health
TDOC
$1.23B
$697 ﹤0.01%
80
LNT icon
1002
Alliant Energy
LNT
$17.3B
$665 ﹤0.01%
11
AOS icon
1003
A.O. Smith
AOS
$9.01B
$656 ﹤0.01%
10
BATRK icon
1004
Atlanta Braves Holdings Series B
BATRK
$2.43B
$655 ﹤0.01%
14
IPG icon
1005
Interpublic Group of Companies
IPG
$9.01B
$596 ﹤0.01%
+24
ENPH icon
1006
Enphase Energy
ENPH
$3.75B
$595 ﹤0.01%
15
SPHR icon
1007
Sphere Entertainment
SPHR
$2.72B
$585 ﹤0.01%
14
ALGN icon
1008
Align Technology
ALGN
$9.84B
$568 ﹤0.01%
3
MSGE icon
1009
Madison Square Garden
MSGE
$2.17B
$560 ﹤0.01%
14
REZI icon
1010
Resideo Technologies
REZI
$4.94B
$552 ﹤0.01%
25
ALK icon
1011
Alaska Air
ALK
$4.83B
$544 ﹤0.01%
11
+1
SOBO
1012
South Bow Corp
SOBO
$5.71B
$518 ﹤0.01%
20
PARA
1013
DELISTED
Paramount Global Class B
PARA
$503 ﹤0.01%
39
IVES
1014
Dan IVES Wedbush AI Revolution ETF
IVES
$711M
$488 ﹤0.01%
+18
BW icon
1015
Babcock & Wilcox
BW
$741M
$481 ﹤0.01%
500
PTON icon
1016
Peloton Interactive
PTON
$3.13B
$451 ﹤0.01%
65
NVCR icon
1017
NovoCure
NVCR
$1.27B
$445 ﹤0.01%
25
NUS icon
1018
Nu Skin
NUS
$469M
$400 ﹤0.01%
50
RICK icon
1019
RCI Hospitality Holdings
RICK
$209M
$343 ﹤0.01%
9
LE icon
1020
Lands' End
LE
$501M
$321 ﹤0.01%
30
SE icon
1021
Sea Limited
SE
$83.4B
$320 ﹤0.01%
2
SOFI icon
1022
SoFi Technologies
SOFI
$33.5B
$310 ﹤0.01%
+17
QQQE icon
1023
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
$295 ﹤0.01%
3
XMHQ icon
1024
Invesco S&P MidCap Quality ETF
XMHQ
$5.25B
$295 ﹤0.01%
+3
FMC icon
1025
FMC
FMC
$1.74B
$292 ﹤0.01%
7