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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$1.36M
3 +$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1 +$21.1M
2 +$6.19M
3 +$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DJT icon
1026
Trump Media & Technology Group
DJT
$2.2B
$928 ﹤0.01%
100
IAU icon
1027
iShares Gold Trust
IAU
$63.5B
$882 ﹤0.01%
10
ETHA
1028
iShares Ethereum Trust ETF
ETHA
$4.71B
$871 ﹤0.01%
55
REZI icon
1029
Resideo Technologies
REZI
$4.6B
$843 ﹤0.01%
25
MSGE icon
1030
Madison Square Garden
MSGE
$3.47B
$825 ﹤0.01%
14
MARA icon
1031
Marathon Digital Holdings
MARA
$4.85B
$816 ﹤0.01%
100
SMG icon
1032
ScottsMiracle-Gro
SMG
$3.52B
$791 ﹤0.01%
13
-666
LNT icon
1033
Alliant Energy
LNT
$19B
$789 ﹤0.01%
11
KD icon
1034
Kyndryl
KD
$2.46B
$774 ﹤0.01%
59
FLO icon
1035
Flowers Foods
FLO
$1.64B
$766 ﹤0.01%
94
MRP
1036
Millrose Properties Inc
MRP
$4.84B
$756 ﹤0.01%
27
MAT icon
1037
Mattel
MAT
$4.23B
$727 ﹤0.01%
50
EEMA icon
1038
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.29B
$670 ﹤0.01%
+7
MOH icon
1039
Molina Healthcare
MOH
$10.1B
$667 ﹤0.01%
5
SOBO
1040
South Bow Corp
SOBO
$7.92B
$666 ﹤0.01%
20
BATRK icon
1041
Atlanta Braves Holdings Series B
BATRK
$3.27B
$598 ﹤0.01%
14
IVES
1042
Dan IVES Wedbush AI Revolution ETF
IVES
$1.07B
$511 ﹤0.01%
18
TDOC icon
1043
Teladoc Health
TDOC
$1.26B
$436 ﹤0.01%
80
ALK icon
1044
Alaska Air
ALK
$4.76B
$368 ﹤0.01%
10
NUS icon
1045
Nu Skin
NUS
$263M
$364 ﹤0.01%
50
LE icon
1046
Lands' End
LE
$380M
$337 ﹤0.01%
30
QQQE icon
1047
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.31B
$296 ﹤0.01%
3
PTON icon
1048
Peloton Interactive
PTON
$2.42B
$279 ﹤0.01%
65
NVCR icon
1049
NovoCure
NVCR
$1.91B
$273 ﹤0.01%
25
VFC icon
1050
VF Corp
VFC
$6.73B
$272 ﹤0.01%
16