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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.04M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1
+$20.2M
2
+$1.22M
3
+$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
251
GE Vernova
GEV
$155B
$499K 0.05%
1,633
CGCP icon
252
Capital Group Core Plus Income ETF
CGCP
$5.81B
$498K 0.05%
22,203
SPDW icon
253
SPDR Portfolio Developed World ex-US ETF
SPDW
$31.1B
$498K 0.05%
13,667
VBK icon
254
Vanguard Small-Cap Growth ETF
VBK
$20.9B
$496K 0.05%
1,972
+52
AWK icon
255
American Water Works
AWK
$26.3B
$492K 0.05%
3,334
+52
BTI icon
256
British American Tobacco
BTI
$114B
$490K 0.05%
11,842
-2,238
IWL icon
257
iShares Russell Top 200 ETF
IWL
$1.94B
$484K 0.05%
3,519
VOT icon
258
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
$481K 0.04%
1,966
+90
BN icon
259
Brookfield
BN
$107B
$481K 0.04%
9,169
LKQ icon
260
LKQ Corp
LKQ
$7.97B
$475K 0.04%
11,158
+200
ISRG icon
261
Intuitive Surgical
ISRG
$193B
$474K 0.04%
957
+15
VEA icon
262
Vanguard FTSE Developed Markets ETF
VEA
$181B
$472K 0.04%
9,291
-42
CTAS icon
263
Cintas
CTAS
$76.3B
$472K 0.04%
2,296
+1
MET icon
264
MetLife
MET
$52.4B
$471K 0.04%
5,866
-200
RSP icon
265
Invesco S&P 500 Equal Weight ETF
RSP
$74.9B
$471K 0.04%
2,716
HOLX icon
266
Hologic
HOLX
$16.5B
$465K 0.04%
7,530
AEP icon
267
American Electric Power
AEP
$61.6B
$463K 0.04%
4,235
PGR icon
268
Progressive
PGR
$124B
$448K 0.04%
1,583
STZ icon
269
Constellation Brands
STZ
$23.5B
$448K 0.04%
2,440
-12
TUA icon
270
Simplify Short Term Treasury Futures Strategy ETF
TUA
$635M
$448K 0.04%
20,373
+3,254
CGDV icon
271
Capital Group Dividend Value ETF
CGDV
$22.7B
$443K 0.04%
12,435
WMB icon
272
Williams Companies
WMB
$70.3B
$441K 0.04%
7,379
+1,000
BSV icon
273
Vanguard Short-Term Bond ETF
BSV
$39B
$438K 0.04%
5,591
+10
IFF icon
274
International Flavors & Fragrances
IFF
$16.6B
$436K 0.04%
5,612
-175
KR icon
275
Kroger
KR
$44.9B
$414K 0.04%
6,110
9 10
11
12 13