Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ANCHOR INVESTMENT MANAGEMENT LLC 05-15-2024 03-31-2024 1042 954,078,062
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES U.S. UTILITIES ETF ETF 701 $16,904 200 0.00 200 +Inf 03-31-2024
DIREXION DAILY RETAIL BULL 3X SHARES ETF 702 $16,860 1,500 0.00 1,500 +Inf 03-31-2024
WISDOMTREE U.S. TOTAL DIVIDEND FUND ETF 703 $16,832 238 0.00 238 +Inf 03-31-2024
CHURCH & DWIGHT CO INC COM Stock 704 $16,794 161 0.00 161 +Inf 03-31-2024
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