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
IAU icon
1026
iShares Gold Trust
IAU
$66.7B
$728 ﹤0.01%
+10
ARM icon
1027
Arm
ARM
$140B
$707 ﹤0.01%
+5
IPG
1028
DELISTED
Interpublic Group of Companies
IPG
$688 ﹤0.01%
25
+1
NB
1029
NioCorp Developments
NB
$723M
$668 ﹤0.01%
+100
MSGE icon
1030
Madison Square Garden
MSGE
$2.59B
$633 ﹤0.01%
14
TDOC icon
1031
Teladoc Health
TDOC
$1.36B
$618 ﹤0.01%
80
NUS icon
1032
Nu Skin
NUS
$518M
$610 ﹤0.01%
50
PTON icon
1033
Peloton Interactive
PTON
$2.82B
$585 ﹤0.01%
65
BATRK icon
1034
Atlanta Braves Holdings Series B
BATRK
$2.5B
$582 ﹤0.01%
14
IVES
1035
Dan IVES Wedbush AI Revolution ETF
IVES
$956M
$578 ﹤0.01%
18
SOBO
1036
South Bow Corp
SOBO
$5.68B
$566 ﹤0.01%
20
ALK icon
1037
Alaska Air
ALK
$6.12B
$548 ﹤0.01%
11
SOFI icon
1038
SoFi Technologies
SOFI
$33.6B
$449 ﹤0.01%
17
LE icon
1039
Lands' End
LE
$471M
$423 ﹤0.01%
30
RCUS icon
1040
Arcus Biosciences
RCUS
$2.79B
$408 ﹤0.01%
30
SE icon
1041
Sea Limited
SE
$73.8B
$357 ﹤0.01%
2
NVCR icon
1042
NovoCure
NVCR
$1.5B
$323 ﹤0.01%
25
XMHQ icon
1043
Invesco S&P MidCap Quality ETF
XMHQ
$5.15B
$315 ﹤0.01%
3
QQQE icon
1044
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.24B
$305 ﹤0.01%
3
ZIMV
1045
DELISTED
ZimVie
ZIMV
$303 ﹤0.01%
16
FMC icon
1046
FMC
FMC
$1.72B
$235 ﹤0.01%
7
VFC icon
1047
VF Corp
VFC
$7.72B
$231 ﹤0.01%
16
CRON
1048
Cronos Group
CRON
$1.19B
$220 ﹤0.01%
79
EMBC icon
1049
Embecta
EMBC
$703M
$212 ﹤0.01%
15
KTB icon
1050
Kontoor Brands
KTB
$3.74B
$160 ﹤0.01%
2