AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
+$1.01M
3
+$934K
4
BA icon
Boeing
BA
+$898K
5
VUG icon
Vanguard Growth ETF
VUG
+$857K

Top Sells

1
+$1.38M
2
+$907K
3
+$856K
4
AAPL icon
Apple
AAPL
+$850K
5
GLW icon
Corning
GLW
+$814K

Sector Composition

1 Technology 16.43%
2 Financials 13.18%
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
MKL icon
276
Markel Group
MKL
$27.3B
$443K 0.04%
232
+10
TUA icon
277
Simplify Short Term Treasury Futures Strategy ETF
TUA
$669M
$441K 0.04%
20,173
AMT icon
278
American Tower
AMT
$84.6B
$440K 0.04%
2,289
DHI icon
279
D.R. Horton
DHI
$45.5B
$429K 0.04%
2,532
ETN icon
280
Eaton
ETN
$129B
$421K 0.03%
1,125
SONY icon
281
Sony
SONY
$160B
$416K 0.03%
14,440
DSTL icon
282
Distillate US Fundamental Stability & Value ETF
DSTL
$1.85B
$415K 0.03%
7,164
KR icon
283
Kroger
KR
$40.6B
$412K 0.03%
6,110
SMMU icon
284
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$957M
$405K 0.03%
8,000
IWB icon
285
iShares Russell 1000 ETF
IWB
$45.5B
$403K 0.03%
1,103
+2
CTVA icon
286
Corteva
CTVA
$44.7B
$384K 0.03%
5,673
-200
GCOW icon
287
Pacer Global Cash Cows Dividend ETF
GCOW
$2.65B
$378K 0.03%
9,534
+262
IYW icon
288
iShares US Technology ETF
IYW
$20.9B
$374K 0.03%
1,908
-114
IEFA icon
289
iShares Core MSCI EAFE ETF
IEFA
$162B
$363K 0.03%
4,161
FAST icon
290
Fastenal
FAST
$48.2B
$361K 0.03%
7,368
+100
BR icon
291
Broadridge
BR
$26.9B
$357K 0.03%
1,500
HCA icon
292
HCA Healthcare
HCA
$111B
$357K 0.03%
837
NUE icon
293
Nucor
NUE
$37.8B
$353K 0.03%
2,610
+1
CAH icon
294
Cardinal Health
CAH
$47.1B
$353K 0.03%
2,251
URI icon
295
United Rentals
URI
$52.1B
$353K 0.03%
370
EXPD icon
296
Expeditors International
EXPD
$20.3B
$352K 0.03%
2,875
-165
NIM icon
297
Nuveen Select Maturities Municipal Fund
NIM
$115M
$351K 0.03%
37,869
SHEL icon
298
Shell
SHEL
$206B
$350K 0.03%
4,897
PGR icon
299
Progressive
PGR
$138B
$350K 0.03%
1,417
+11
MGK icon
300
Vanguard Mega Cap Growth ETF
MGK
$32.2B
$349K 0.03%
868
10 11
12
13 14