AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSMS icon
301
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$278M
$353K 0.03%
15,000
+7,500
IVV icon
302
iShares Core S&P 500 ETF
IVV
$728B
$344K 0.03%
502
-1
ETN icon
303
Eaton
ETN
$136B
$338K 0.03%
1,060
-65
SHEL icon
304
Shell
SHEL
$250B
$337K 0.03%
4,585
-312
BR icon
305
Broadridge
BR
$20.8B
$335K 0.03%
1,500
BSV icon
306
Vanguard Short-Term Bond ETF
BSV
$43.8B
$333K 0.03%
4,228
+4
CSW
307
CSW Industrials
CSW
$4.47B
$333K 0.03%
1,135
-38
PGR icon
308
Progressive
PGR
$120B
$323K 0.03%
1,417
VWO icon
309
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$322K 0.03%
5,990
-5
CLS icon
310
Celestica
CLS
$30.6B
$318K 0.03%
1,075
NIM icon
311
Nuveen Select Maturities Municipal Fund
NIM
$123M
$317K 0.03%
34,053
-3,816
DKNG icon
312
DraftKings
DKNG
$12.7B
$315K 0.03%
9,150
WMB icon
313
Williams Companies
WMB
$89.1B
$314K 0.03%
5,229
+500
EXPE icon
314
Expedia Group
EXPE
$28.2B
$314K 0.03%
1,107
IEFA icon
315
iShares Core MSCI EAFE ETF
IEFA
$169B
$313K 0.03%
3,504
-657
AVUV icon
316
Avantis US Small Cap Value ETF
AVUV
$22.3B
$311K 0.03%
3,045
BATRA icon
317
Atlanta Braves Holdings Series A
BATRA
$3.06B
$310K 0.03%
7,290
IBB icon
318
iShares Biotechnology ETF
IBB
$8.33B
$307K 0.02%
1,817
-532
NDAQ icon
319
Nasdaq
NDAQ
$48.4B
$306K 0.02%
3,148
IWV icon
320
iShares Russell 3000 ETF
IWV
$17.4B
$298K 0.02%
769
+2
FAST icon
321
Fastenal
FAST
$52.2B
$297K 0.02%
7,399
+31
URI icon
322
United Rentals
URI
$46.4B
$294K 0.02%
363
-7
EXP icon
323
Eagle Materials
EXP
$5.85B
$289K 0.02%
1,400
LYG icon
324
Lloyds Banking Group
LYG
$75.4B
$286K 0.02%
54,000
-12,000
HEI icon
325
HEICO Corp
HEI
$40.9B
$282K 0.02%
872
-50
11 12
13
14 15