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
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$2.65M
3
+$1.7M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.69M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.58M

Top Sells

1
+$9.38M
2
+$3.83M
3
+$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.82%
2 Financials 13.85%
3 Healthcare 10.23%
4 Communication Services 7.49%
5 Industrials 7.41%
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
$15.2B
$449K 0.04%
9,587
-276
PFIX icon
277
Simplify Interest Rate Hedge ETF
PFIX
$214M
$442K 0.04%
9,225
+4,150
AWK icon
278
American Water Works
AWK
$24.9B
$440K 0.04%
3,368
+42
TUA icon
279
Simplify Short Term Treasury Futures Strategy ETF
TUA
$782M
$435K 0.04%
19,873
-300
CTAS icon
280
Cintas
CTAS
$65.4B
$432K 0.04%
2,298
+1,601
BSJR icon
281
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$825M
$429K 0.03%
18,990
+5,700
LKQ icon
282
LKQ Corp
LKQ
$6.72B
$429K 0.03%
14,218
-874
DSTL icon
283
Distillate US Fundamental Stability & Value ETF
DSTL
$1.79B
$422K 0.03%
7,164
EXPD icon
284
Expeditors International
EXPD
$20.4B
$415K 0.03%
2,785
-90
AMT icon
285
American Tower
AMT
$81.2B
$413K 0.03%
2,351
+62
IWB icon
286
iShares Russell 1000 ETF
IWB
$47.6B
$412K 0.03%
1,104
+1
SMMU icon
287
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.07B
$403K 0.03%
8,000
CMI icon
288
Cummins
CMI
$97.9B
$399K 0.03%
781
-20
GCOW icon
289
Pacer Global Cash Cows Dividend ETF
GCOW
$3.36B
$393K 0.03%
9,534
CMG icon
290
Chipotle Mexican Grill
CMG
$41.2B
$392K 0.03%
10,602
-814
KR icon
291
Kroger
KR
$40.6B
$382K 0.03%
6,110
CTVA icon
292
Corteva
CTVA
$55.8B
$380K 0.03%
5,673
IYW icon
293
iShares US Technology ETF
IYW
$23.8B
$375K 0.03%
1,878
-30
HCA icon
294
HCA Healthcare
HCA
$94.8B
$373K 0.03%
800
-37
HOLX
295
DELISTED
Hologic
HOLX
$372K 0.03%
5,000
-2,340
SONY icon
296
Sony
SONY
$135B
$370K 0.03%
14,440
STZ icon
297
Constellation Brands
STZ
$24.2B
$368K 0.03%
2,670
+130
KEYS icon
298
Keysight
KEYS
$61.9B
$366K 0.03%
1,803
-50
DHI icon
299
D.R. Horton
DHI
$39.9B
$365K 0.03%
2,533
+1
MGK icon
300
Vanguard Mega Cap Growth ETF
MGK
$33.7B
$358K 0.03%
4,340
10 11
12
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