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
DKNG icon
301
DraftKings
DKNG
$17.2B
$342K 0.03%
9,150
STZ icon
302
Constellation Brands
STZ
$24.8B
$342K 0.03%
2,540
-400
IBB icon
303
iShares Biotechnology ETF
IBB
$8.6B
$339K 0.03%
2,349
-261
CMI icon
304
Cummins
CMI
$71B
$338K 0.03%
801
IVV icon
305
iShares Core S&P 500 ETF
IVV
$694B
$337K 0.03%
503
+15
BSV icon
306
Vanguard Short-Term Bond ETF
BSV
$41.5B
$333K 0.03%
4,224
-1,383
BATRA icon
307
Atlanta Braves Holdings Series A
BATRA
$2.75B
$331K 0.03%
7,290
EXP icon
308
Eagle Materials
EXP
$7.14B
$326K 0.03%
1,400
VWO icon
309
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$325K 0.03%
5,995
+3
LRCX icon
310
Lam Research
LRCX
$205B
$324K 0.03%
2,421
KEYS icon
311
Keysight
KEYS
$35.1B
$324K 0.03%
1,853
BRO icon
312
Brown & Brown
BRO
$27.6B
$305K 0.03%
3,251
AVUV icon
313
Avantis US Small Cap Value ETF
AVUV
$20.2B
$303K 0.03%
3,045
BSJR icon
314
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$697M
$302K 0.03%
13,290
+2,000
LYG icon
315
Lloyds Banking Group
LYG
$75.5B
$300K 0.02%
66,000
WMB icon
316
Williams Companies
WMB
$71.3B
$300K 0.02%
4,729
SNV icon
317
Synovus
SNV
$7.29B
$299K 0.02%
6,093
+2,215
HEI icon
318
HEICO Corp
HEI
$43.2B
$298K 0.02%
922
-50
BIV icon
319
Vanguard Intermediate-Term Bond ETF
BIV
$26.7B
$297K 0.02%
3,805
-319
EBAY icon
320
eBay
EBAY
$36.9B
$294K 0.02%
3,231
BSCT icon
321
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.51B
$293K 0.02%
15,575
+8,060
IWV icon
322
iShares Russell 3000 ETF
IWV
$18.2B
$291K 0.02%
767
+2
GNRC icon
323
Generac Holdings
GNRC
$9.12B
$289K 0.02%
1,725
WMS icon
324
Advanced Drainage Systems
WMS
$11.5B
$288K 0.02%
2,075
PSX icon
325
Phillips 66
PSX
$53.1B
$285K 0.02%
2,094
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