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
BTI icon
251
British American Tobacco
BTI
$130B
$567K 0.05%
10,683
-600
BLD icon
252
TopBuild
BLD
$10.3B
$560K 0.05%
1,433
+208
DE icon
253
Deere & Co
DE
$158B
$552K 0.05%
1,206
IMKTA icon
254
Ingles Markets
IMKTA
$1.64B
$543K 0.04%
7,800
+3,600
CGDV icon
255
Capital Group Dividend Value ETF
CGDV
$29.4B
$523K 0.04%
12,435
RSP icon
256
Invesco S&P 500 Equal Weight ETF
RSP
$85.3B
$514K 0.04%
2,711
-5
VAW icon
257
Vanguard Materials ETF
VAW
$2.97B
$511K 0.04%
2,492
+42
JCPB icon
258
JPMorgan Core Plus Bond ETF
JCPB
$10.4B
$509K 0.04%
10,703
CGCP icon
259
Capital Group Core Plus Income ETF
CGCP
$7.13B
$504K 0.04%
22,203
IUSG icon
260
iShares Core S&P US Growth ETF
IUSG
$26.6B
$504K 0.04%
3,061
GLD icon
261
SPDR Gold Trust
GLD
$176B
$497K 0.04%
1,399
+122
HOLX icon
262
Hologic
HOLX
$16.8B
$495K 0.04%
7,340
-100
BMY icon
263
Bristol-Myers Squibb
BMY
$120B
$494K 0.04%
10,946
+2
SCHB icon
264
Schwab US Broad Market ETF
SCHB
$37.5B
$489K 0.04%
19,025
DOV icon
265
Dover
DOV
$27.5B
$484K 0.04%
2,903
-100
MET icon
266
MetLife
MET
$44.9B
$483K 0.04%
5,868
+2
VEA icon
267
Vanguard FTSE Developed Markets ETF
VEA
$204B
$482K 0.04%
8,046
-80
BAX icon
268
Baxter International
BAX
$9.27B
$480K 0.04%
21,066
+151
AEP icon
269
American Electric Power
AEP
$71.5B
$476K 0.04%
4,235
AMLP icon
270
Alerian MLP ETF
AMLP
$11.9B
$466K 0.04%
9,924
-52
AWK icon
271
American Water Works
AWK
$27B
$463K 0.04%
3,326
+3
LKQ icon
272
LKQ Corp
LKQ
$7.59B
$461K 0.04%
15,092
+3,233
SPSM icon
273
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.9B
$457K 0.04%
9,863
+250
GLDM icon
274
SPDR Gold MiniShares Trust
GLDM
$32.9B
$455K 0.04%
5,949
CMG icon
275
Chipotle Mexican Grill
CMG
$42.4B
$447K 0.04%
11,416
-14,700
9 10
11
12 13