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
BRO icon
276
Brown & Brown
BRO
$27.3B
$404K 0.04%
3,251
SMMU icon
277
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$956M
$400K 0.04%
8,000
+2,000
SPSM icon
278
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.9B
$396K 0.04%
9,713
-400
IBB icon
279
iShares Biotechnology ETF
IBB
$6.29B
$394K 0.04%
3,082
-196
SCHB icon
280
Schwab US Broad Market ETF
SCHB
$38.5B
$390K 0.04%
18,125
+893
DSTL icon
281
Distillate US Fundamental Stability & Value ETF
DSTL
$1.83B
$389K 0.04%
7,164
XBI icon
282
SPDR S&P Biotech ETF
XBI
$6.44B
$381K 0.04%
4,694
-329
EXPD icon
283
Expeditors International
EXPD
$16.1B
$378K 0.04%
3,140
-20
BLD icon
284
TopBuild
BLD
$12.4B
$374K 0.03%
1,225
+188
SHEL icon
285
Shell
SHEL
$218B
$374K 0.03%
5,097
-100
DHI icon
286
D.R. Horton
DHI
$45.5B
$373K 0.03%
2,931
CTVA icon
287
Corteva
CTVA
$42.9B
$371K 0.03%
5,896
+815
GLDM icon
288
SPDR Gold MiniShares Trust
GLDM
$21.8B
$368K 0.03%
5,949
+488
SONY icon
289
Sony
SONY
$169B
$367K 0.03%
14,440
+65
ETN icon
290
Eaton
ETN
$149B
$366K 0.03%
1,345
+80
BR icon
291
Broadridge
BR
$26.2B
$364K 0.03%
1,500
GLD icon
292
SPDR Gold Trust
GLD
$128B
$363K 0.03%
1,260
-216
CARR icon
293
Carrier Global
CARR
$51.3B
$363K 0.03%
5,722
NIM icon
294
Nuveen Select Maturities Municipal Fund
NIM
$115M
$353K 0.03%
37,869
-5,000
CSW
295
CSW Industrials
CSW
$4.1B
$345K 0.03%
1,183
GCOW icon
296
Pacer Global Cash Cows Dividend ETF
GCOW
$2.51B
$342K 0.03%
9,258
+419
IWB icon
297
iShares Russell 1000 ETF
IWB
$46.3B
$340K 0.03%
1,110
-18
NUE icon
298
Nucor
NUE
$35.3B
$339K 0.03%
2,821
+362
OKE icon
299
Oneok
OKE
$43.7B
$324K 0.03%
3,263
MKL icon
300
Markel Group
MKL
$23.2B
$323K 0.03%
173
+31
10 11
12
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