AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWL icon
251
iShares Russell Top 200 ETF
IWL
$1.94B
$539K 0.05%
3,519
BTI icon
252
British American Tobacco
BTI
$114B
$534K 0.05%
11,283
-559
TGT icon
253
Target
TGT
$44.1B
$531K 0.05%
5,378
-94
CTAS icon
254
Cintas
CTAS
$76.3B
$512K 0.04%
2,296
BMY icon
255
Bristol-Myers Squibb
BMY
$87.2B
$507K 0.04%
10,944
-1,487
AMT icon
256
American Tower
AMT
$85.6B
$506K 0.04%
2,289
-50
JCPB icon
257
JPMorgan Core Plus Bond ETF
JCPB
$7.92B
$504K 0.04%
10,703
CGCP icon
258
Capital Group Core Plus Income ETF
CGCP
$5.81B
$500K 0.04%
22,203
RSP icon
259
Invesco S&P 500 Equal Weight ETF
RSP
$74.9B
$494K 0.04%
2,716
CGDV icon
260
Capital Group Dividend Value ETF
CGDV
$22.7B
$491K 0.04%
12,435
AMLP icon
261
Alerian MLP ETF
AMLP
$10.3B
$487K 0.04%
9,976
-423
HOLX icon
262
Hologic
HOLX
$16.5B
$485K 0.04%
7,440
-90
STZ icon
263
Constellation Brands
STZ
$23.5B
$478K 0.04%
2,940
+500
VAW icon
264
Vanguard Materials ETF
VAW
$2.78B
$477K 0.04%
2,450
-477
MET icon
265
MetLife
MET
$52.4B
$472K 0.04%
5,866
VEA icon
266
Vanguard FTSE Developed Markets ETF
VEA
$181B
$463K 0.04%
8,126
-1,165
AWK icon
267
American Water Works
AWK
$26.3B
$462K 0.04%
3,323
-11
IUSG icon
268
iShares Core S&P US Growth ETF
IUSG
$26.6B
$460K 0.04%
3,061
-1,073
SCHB icon
269
Schwab US Broad Market ETF
SCHB
$38.4B
$453K 0.04%
19,025
+900
TUA icon
270
Simplify Short Term Treasury Futures Strategy ETF
TUA
$635M
$444K 0.04%
20,173
-200
MKL icon
271
Markel Group
MKL
$23.3B
$443K 0.04%
222
+49
BSV icon
272
Vanguard Short-Term Bond ETF
BSV
$39B
$441K 0.04%
5,607
+16
AEP icon
273
American Electric Power
AEP
$61.6B
$439K 0.04%
4,235
LKQ icon
274
LKQ Corp
LKQ
$7.97B
$439K 0.04%
11,859
+701
KR icon
275
Kroger
KR
$44.9B
$438K 0.04%
6,110
9 10
11
12 13