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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
GLD icon
251
SPDR Gold Trust
GLD
$134B
$602K 0.05%
1,398
ACN icon
252
Accenture
ACN
$103B
$594K 0.05%
2,997
-80
CPRT icon
253
Copart
CPRT
$28.7B
$585K 0.05%
17,613
-1,399
QUAL icon
254
iShares MSCI USA Quality Factor ETF
QUAL
$45.5B
$583K 0.05%
3,040
-60
WY icon
255
Weyerhaeuser
WY
$17.2B
$560K 0.05%
22,929
-34
AEP icon
256
American Electric Power
AEP
$70.5B
$555K 0.05%
4,235
DOV icon
257
Dover
DOV
$29B
$550K 0.05%
2,640
-163
GLDM icon
258
SPDR Gold MiniShares Trust
GLDM
$27.6B
$547K 0.05%
5,899
-50
ZBH icon
259
Zimmer Biomet
ZBH
$16.8B
$547K 0.05%
6,044
-875
GPN icon
260
Global Payments
GPN
$16.8B
$545K 0.05%
8,096
+2
VEA icon
261
Vanguard FTSE Developed Markets ETF
VEA
$224B
$528K 0.04%
8,240
+144
AMLP icon
262
Alerian MLP ETF
AMLP
$12.4B
$515K 0.04%
9,779
+27
BTI icon
263
British American Tobacco
BTI
$132B
$514K 0.04%
8,783
-100
NUE icon
264
Nucor
NUE
$58.4B
$511K 0.04%
3,022
+150
KEYS icon
265
Keysight
KEYS
$56.4B
$506K 0.04%
1,793
-10
JCPB icon
266
JPMorgan Core Plus Bond ETF
JCPB
$12.7B
$504K 0.04%
10,703
IUSG icon
267
iShares Core S&P US Growth ETF
IUSG
$30.6B
$497K 0.04%
3,203
+143
CGCP icon
268
Capital Group Core Plus Income ETF
CGCP
$7.85B
$496K 0.04%
22,203
NET icon
269
Cloudflare
NET
$79.5B
$484K 0.04%
+2,345
SCHB icon
270
Schwab US Broad Market ETF
SCHB
$41.7B
$479K 0.04%
19,086
CAH icon
271
Cardinal Health
CAH
$52B
$476K 0.04%
2,252
+1
CTVA icon
272
Corteva
CTVA
$50.1B
$474K 0.04%
5,666
-7
BSJR icon
273
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$848M
$469K 0.04%
20,990
+2,000
NVO
274
Novo Nordisk
NVO
$192B
$462K 0.04%
12,579
-228
IGHG icon
275
ProShares Investment Grade-Interest Rate Hedged
IGHG
$307M
$462K 0.04%
5,950
+5,200
9 10
11
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