AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
MO icon
226
Altria Group
MO
$106B
$678K 0.06%
11,558
-1,124
ZBH icon
227
Zimmer Biomet
ZBH
$20B
$652K 0.06%
7,149
-2,824
COR icon
228
Cencora
COR
$65.1B
$651K 0.06%
2,171
-139
MINT icon
229
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$648K 0.06%
6,450
-200
LHX icon
230
L3Harris
LHX
$53.8B
$648K 0.06%
2,583
IXJ icon
231
iShares Global Healthcare ETF
IXJ
$4.01B
$643K 0.06%
7,468
-185
GPN icon
232
Global Payments
GPN
$20.8B
$639K 0.06%
7,988
+988
MUNI icon
233
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.26B
$638K 0.06%
12,427
BAX icon
234
Baxter International
BAX
$11.7B
$633K 0.06%
20,915
-249
VSS icon
235
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.97B
$632K 0.06%
4,704
-139
WY icon
236
Weyerhaeuser
WY
$17.1B
$632K 0.06%
24,603
-1,641
EFA icon
237
iShares MSCI EAFE ETF
EFA
$69B
$624K 0.05%
6,979
D icon
238
Dominion Energy
D
$50.9B
$615K 0.05%
10,882
-324
DE icon
239
Deere & Co
DE
$127B
$613K 0.05%
1,206
-34
IJS icon
240
iShares S&P Small-Cap 600 Value ETF
IJS
$6.76B
$608K 0.05%
6,114
-50
ADI icon
241
Analog Devices
ADI
$118B
$591K 0.05%
2,485
PHM icon
242
Pultegroup
PHM
$23.5B
$583K 0.05%
5,531
-443
VOT icon
243
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
$579K 0.05%
2,035
+69
GDX icon
244
VanEck Gold Miners ETF
GDX
$20.6B
$575K 0.05%
11,050
-430
QUAL icon
245
iShares MSCI USA Quality Factor ETF
QUAL
$54.7B
$567K 0.05%
3,100
HUM icon
246
Humana
HUM
$35.5B
$558K 0.05%
2,282
-50
VBK icon
247
Vanguard Small-Cap Growth ETF
VBK
$20.9B
$555K 0.05%
2,005
+33
SPDW icon
248
SPDR Portfolio Developed World ex-US ETF
SPDW
$31.1B
$553K 0.05%
13,667
DOV icon
249
Dover
DOV
$24.6B
$550K 0.05%
3,003
-238
BN icon
250
Brookfield
BN
$107B
$539K 0.05%
8,719
-450
8 9
10
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