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
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$938K
3
+$918K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$838K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$834K

Top Sells

1
+$1.31M
2
+$859K
3
+$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.43%
2 Financials 13.19%
3 Healthcare 9.79%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXUS icon
226
Vanguard Total International Stock ETF
VXUS
$135B
$764K 0.06%
10,399
+339
MO icon
227
Altria Group
MO
$113B
$759K 0.06%
11,483
-75
VOT icon
228
Vanguard Mid-Cap Growth ETF
VOT
$16.9B
$740K 0.06%
2,518
+483
AJG icon
229
Arthur J. Gallagher & Co
AJG
$52.5B
$736K 0.06%
2,377
PHM icon
230
Pultegroup
PHM
$23.1B
$731K 0.06%
5,531
NVO icon
231
Novo Nordisk
NVO
$169B
$713K 0.06%
12,847
APD icon
232
Air Products & Chemicals
APD
$64.7B
$710K 0.06%
2,602
-169
ZBH icon
233
Zimmer Biomet
ZBH
$18.1B
$704K 0.06%
7,149
VBK icon
234
Vanguard Small-Cap Growth ETF
VBK
$20.1B
$690K 0.06%
2,317
+312
COR icon
235
Cencora
COR
$68.6B
$679K 0.06%
2,171
IJS icon
236
iShares S&P Small-Cap 600 Value ETF
IJS
$7.16B
$676K 0.06%
6,114
GPN icon
237
Global Payments
GPN
$19.7B
$672K 0.06%
8,092
+104
D icon
238
Dominion Energy
D
$55.2B
$666K 0.06%
10,884
+2
IXJ icon
239
iShares Global Healthcare ETF
IXJ
$3.9B
$662K 0.05%
7,468
VSS icon
240
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.8B
$660K 0.05%
4,630
-74
EFA icon
241
iShares MSCI EAFE ETF
EFA
$71.9B
$652K 0.05%
6,979
MUNI icon
242
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.72B
$650K 0.05%
12,427
MINT icon
243
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15B
$649K 0.05%
6,450
ADI icon
244
Analog Devices
ADI
$150B
$611K 0.05%
2,485
WY icon
245
Weyerhaeuser
WY
$16.6B
$610K 0.05%
24,613
+10
QUAL icon
246
iShares MSCI USA Quality Factor ETF
QUAL
$48.3B
$603K 0.05%
3,100
BN icon
247
Brookfield
BN
$87B
$598K 0.05%
13,079
SPDW icon
248
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$36.7B
$585K 0.05%
13,667
IWL icon
249
iShares Russell Top 200 ETF
IWL
$1.99B
$585K 0.05%
3,519
HUM icon
250
Humana
HUM
$19.7B
$581K 0.05%
2,232
-50
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10
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