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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSW
301
CSW Industrials
CSW
$4.15B
$336K 0.03%
1,173
-10
XBI icon
302
SPDR S&P Biotech ETF
XBI
$6.48B
$331K 0.03%
3,995
-699
IBB icon
303
iShares Biotechnology ETF
IBB
$6.31B
$330K 0.03%
2,610
-472
DHI icon
304
D.R. Horton
DHI
$45.6B
$326K 0.03%
2,532
-399
HCA icon
305
HCA Healthcare
HCA
$110B
$321K 0.03%
837
BIV icon
306
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$319K 0.03%
4,124
-39
HEI icon
307
HEICO Corp
HEI
$43.4B
$319K 0.03%
972
-145
MGK icon
308
Vanguard Mega Cap Growth ETF
MGK
$32.5B
$318K 0.03%
868
FAST icon
309
Fastenal
FAST
$47.2B
$305K 0.03%
7,268
-130
KEYS icon
310
Keysight
KEYS
$29.7B
$304K 0.03%
1,853
-100
IVV icon
311
iShares Core S&P 500 ETF
IVV
$683B
$303K 0.03%
488
+121
WMB icon
312
Williams Companies
WMB
$70.5B
$297K 0.03%
4,729
-2,650
VWO icon
313
Vanguard FTSE Emerging Markets ETF
VWO
$105B
$296K 0.03%
5,992
+1
TRV icon
314
Travelers Companies
TRV
$59.8B
$295K 0.03%
1,103
EXP icon
315
Eagle Materials
EXP
$7.63B
$283K 0.02%
1,400
NDAQ icon
316
Nasdaq
NDAQ
$49.5B
$281K 0.02%
3,148
LYG icon
317
Lloyds Banking Group
LYG
$69.9B
$281K 0.02%
66,000
-10,000
URI icon
318
United Rentals
URI
$56.9B
$279K 0.02%
370
AVUV icon
319
Avantis US Small Cap Value ETF
AVUV
$18.5B
$277K 0.02%
3,045
AGG icon
320
iShares Core US Aggregate Bond ETF
AGG
$133B
$273K 0.02%
2,750
+1,894
MMM icon
321
3M
MMM
$88.5B
$271K 0.02%
1,778
REGL icon
322
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.79B
$269K 0.02%
3,303
-79
IWV icon
323
iShares Russell 3000 ETF
IWV
$17.7B
$269K 0.02%
765
+1
PFIX icon
324
Simplify Interest Rate Hedge ETF
PFIX
$150M
$268K 0.02%
5,075
-50
OKE icon
325
Oneok
OKE
$42.8B
$266K 0.02%
3,263
11 12
13
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