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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
SPSM icon
276
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16B
$457K 0.04%
9,463
-124
WMB icon
277
Williams Companies
WMB
$88.3B
$453K 0.04%
6,229
+1,000
AWK icon
278
American Water Works
AWK
$24.4B
$452K 0.04%
3,320
-48
MKL icon
279
Markel Group
MKL
$23.1B
$444K 0.04%
232
GCOW icon
280
Pacer Global Cash Cows Dividend ETF
GCOW
$3.33B
$443K 0.04%
9,589
+55
KR icon
281
Kroger
KR
$39.7B
$442K 0.04%
6,110
SHEL icon
282
Shell
SHEL
$239B
$426K 0.04%
4,585
CMI icon
283
Cummins
CMI
$90.3B
$421K 0.04%
782
+1
TUA icon
284
Simplify Short Term Treasury Futures Strategy ETF
TUA
$754M
$419K 0.04%
19,873
RSP icon
285
Invesco S&P 500 Equal Weight ETF
RSP
$89.8B
$419K 0.04%
2,184
-260
DSTL icon
286
Distillate US Fundamental Stability & Value ETF
DSTL
$1.84B
$415K 0.03%
7,164
MET icon
287
MetLife
MET
$56.4B
$413K 0.03%
5,836
-34
SMMU icon
288
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.11B
$404K 0.03%
8,000
LKQ icon
289
LKQ Corp
LKQ
$6.56B
$403K 0.03%
13,720
-498
BN icon
290
Brookfield
BN
$100B
$402K 0.03%
9,945
-3,079
STZ icon
291
Constellation Brands
STZ
$24.5B
$401K 0.03%
2,670
EXPD icon
292
Expeditors International
EXPD
$21.9B
$399K 0.03%
2,785
IWB icon
293
iShares Russell 1000 ETF
IWB
$47.7B
$394K 0.03%
1,106
+2
AMT icon
294
American Tower
AMT
$88.5B
$390K 0.03%
2,260
-91
CTAS icon
295
Cintas
CTAS
$73.2B
$389K 0.03%
2,298
ETN icon
296
Eaton
ETN
$153B
$382K 0.03%
1,067
+7
PSX icon
297
Phillips 66
PSX
$72.4B
$381K 0.03%
2,094
HCA icon
298
HCA Healthcare
HCA
$84.1B
$379K 0.03%
800
HUM icon
299
Humana
HUM
$44.4B
$371K 0.03%
2,137
-95
USB icon
300
US Bancorp
USB
$89.5B
$359K 0.03%
6,900
+3,700
10 11
12
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