AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$2.65M
3
+$1.7M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.69M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.58M

Top Sells

1
+$9.38M
2
+$3.83M
3
+$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LHX icon
226
L3Harris
LHX
$66.8B
$758K 0.06%
2,583
IWF icon
227
iShares Russell 1000 Growth ETF
IWF
$115B
$753K 0.06%
1,590
-375
VBK icon
228
Vanguard Small-Cap Growth ETF
VBK
$20.1B
$751K 0.06%
2,485
+168
TRV icon
229
Travelers Companies
TRV
$65.3B
$745K 0.06%
2,567
-318
CPRT icon
230
Copart
CPRT
$32.7B
$744K 0.06%
19,012
COR icon
231
Cencora
COR
$68.6B
$730K 0.06%
2,161
-10
CGDV icon
232
Capital Group Dividend Value ETF
CGDV
$29.4B
$729K 0.06%
16,698
+4,263
IXJ icon
233
iShares Global Healthcare ETF
IXJ
$3.9B
$728K 0.06%
7,470
+2
SBUX icon
234
Starbucks
SBUX
$114B
$720K 0.06%
8,555
-653
VSS icon
235
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.8B
$697K 0.06%
4,865
+235
IJS icon
236
iShares S&P Small-Cap 600 Value ETF
IJS
$7.16B
$695K 0.06%
6,114
ADI icon
237
Analog Devices
ADI
$150B
$674K 0.05%
2,485
EFA icon
238
iShares MSCI EAFE ETF
EFA
$71.9B
$670K 0.05%
6,979
MO icon
239
Altria Group
MO
$113B
$660K 0.05%
11,453
-30
BLD icon
240
TopBuild
BLD
$10.3B
$657K 0.05%
1,575
+142
D icon
241
Dominion Energy
D
$55.2B
$657K 0.05%
11,213
+329
NVO icon
242
Novo Nordisk
NVO
$169B
$652K 0.05%
12,807
-40
MUNI icon
243
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.72B
$651K 0.05%
12,427
BSCT icon
244
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.81B
$649K 0.05%
34,475
+18,900
PHM icon
245
Pultegroup
PHM
$23.1B
$649K 0.05%
5,531
MINT icon
246
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15B
$637K 0.05%
6,350
-100
APD icon
247
Air Products & Chemicals
APD
$64.7B
$634K 0.05%
2,568
-34
GPN icon
248
Global Payments
GPN
$19.7B
$626K 0.05%
8,094
+2
ZBH icon
249
Zimmer Biomet
ZBH
$18.1B
$622K 0.05%
6,919
-230
QUAL icon
250
iShares MSCI USA Quality Factor ETF
QUAL
$48.3B
$616K 0.05%
3,100
8 9
10
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