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 13.85%
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
BMY icon
251
Bristol-Myers Squibb
BMY
$120B
$610K 0.05%
11,317
+371
SPDW icon
252
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$38.7B
$607K 0.05%
13,667
IWL icon
253
iShares Russell Top 200 ETF
IWL
$2.11B
$600K 0.05%
3,519
BN icon
254
Brookfield
BN
$102B
$598K 0.05%
13,024
-55
HUM icon
255
Humana
HUM
$25.8B
$572K 0.05%
2,232
DE icon
256
Deere & Co
DE
$152B
$562K 0.05%
1,207
+1
GLD icon
257
SPDR Gold Trust
GLD
$159B
$554K 0.05%
1,398
-1
DOV icon
258
Dover
DOV
$30.3B
$547K 0.04%
2,803
-100
WY icon
259
Weyerhaeuser
WY
$18B
$544K 0.04%
22,963
-1,650
VAW icon
260
Vanguard Materials ETF
VAW
$3.07B
$541K 0.04%
2,606
+114
IMKTA icon
261
Ingles Markets
IMKTA
$1.72B
$538K 0.04%
7,850
+50
IUSG icon
262
iShares Core S&P US Growth ETF
IUSG
$29.9B
$514K 0.04%
3,060
-1
GLDM icon
263
SPDR Gold MiniShares Trust
GLDM
$31.2B
$508K 0.04%
5,949
JCPB icon
264
JPMorgan Core Plus Bond ETF
JCPB
$11.2B
$507K 0.04%
10,703
VEA icon
265
Vanguard FTSE Developed Markets ETF
VEA
$219B
$506K 0.04%
8,096
+50
BTI icon
266
British American Tobacco
BTI
$126B
$503K 0.04%
8,883
-1,800
CGCP icon
267
Capital Group Core Plus Income ETF
CGCP
$7.49B
$503K 0.04%
22,203
SCHB icon
268
Schwab US Broad Market ETF
SCHB
$40.7B
$501K 0.04%
19,086
+61
MKL icon
269
Markel Group
MKL
$24B
$499K 0.04%
232
AEP icon
270
American Electric Power
AEP
$73.2B
$488K 0.04%
4,235
NUE icon
271
Nucor
NUE
$48.8B
$468K 0.04%
2,872
+262
RSP icon
272
Invesco S&P 500 Equal Weight ETF
RSP
$87.9B
$468K 0.04%
2,444
-267
MET icon
273
MetLife
MET
$50.7B
$463K 0.04%
5,870
+2
CAH icon
274
Cardinal Health
CAH
$47B
$463K 0.04%
2,251
AMLP icon
275
Alerian MLP ETF
AMLP
$12.1B
$459K 0.04%
9,752
-172
9 10
11
12 13