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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
APD icon
226
Air Products & Chemicals
APD
$62.1B
$731K 0.06%
2,518
-50
CVS icon
227
CVS Health
CVS
$127B
$730K 0.06%
10,171
+4
VSS icon
228
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
$728K 0.06%
4,995
+130
CTSH icon
229
Cognizant
CTSH
$24.1B
$728K 0.06%
11,860
IJS icon
230
iShares S&P Small-Cap 600 Value ETF
IJS
$7.9B
$724K 0.06%
6,114
SCHP icon
231
Schwab US TIPS ETF
SCHP
$15.6B
$721K 0.06%
27,088
-2,600
VOT icon
232
Vanguard Mid-Cap Growth ETF
VOT
$18.6B
$715K 0.06%
2,776
-61
CGDV icon
233
Capital Group Dividend Value ETF
CGDV
$34.4B
$710K 0.06%
16,698
IWF icon
234
iShares Russell 1000 Growth ETF
IWF
$124B
$710K 0.06%
6,660
+300
IXJ icon
235
iShares Global Healthcare ETF
IXJ
$3.72B
$705K 0.06%
7,535
+65
BLK icon
236
Blackrock
BLK
$156B
$692K 0.06%
720
-28
VAW icon
237
Vanguard Materials ETF
VAW
$2.98B
$691K 0.06%
3,066
+460
EFA icon
238
iShares MSCI EAFE ETF
EFA
$75.6B
$683K 0.06%
7,033
+54
DE icon
239
Deere & Co
DE
$151B
$680K 0.06%
1,207
COR icon
240
Cencora
COR
$55.3B
$676K 0.06%
2,151
-10
FOXA icon
241
Fox Class A
FOXA
$28.7B
$673K 0.06%
11,530
-499
INTC icon
242
Intel
INTC
$558B
$664K 0.06%
15,043
-6,613
MUNI icon
243
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3B
$649K 0.05%
12,427
MINT icon
244
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.2B
$639K 0.05%
6,350
BSMS icon
245
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$305M
$636K 0.05%
27,200
+12,200
PHM icon
246
Pultegroup
PHM
$22.9B
$629K 0.05%
5,347
-184
SPDW icon
247
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$624K 0.05%
13,667
APP icon
248
Applovin
APP
$162B
$616K 0.05%
+1,548
BSMT icon
249
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$272M
$610K 0.05%
26,500
+22,500
BLD icon
250
TopBuild
BLD
$11.3B
$606K 0.05%
1,725
+150
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