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
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$938K
3
+$918K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$838K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$834K

Top Sells

1
+$1.31M
2
+$859K
3
+$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.43%
2 Financials 13.19%
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
$12.6B
$342K 0.03%
9,150
STZ icon
302
Constellation Brands
STZ
$25.7B
$342K 0.03%
2,540
-400
IBB icon
303
iShares Biotechnology ETF
IBB
$8.24B
$339K 0.03%
2,349
-261
CMI icon
304
Cummins
CMI
$74.4B
$338K 0.03%
801
IVV icon
305
iShares Core S&P 500 ETF
IVV
$724B
$337K 0.03%
503
+15
BSV icon
306
Vanguard Short-Term Bond ETF
BSV
$43.7B
$333K 0.03%
4,224
-1,383
BATRA icon
307
Atlanta Braves Holdings Series A
BATRA
$3.02B
$331K 0.03%
7,290
EXP icon
308
Eagle Materials
EXP
$5.86B
$326K 0.03%
1,400
VWO icon
309
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$325K 0.03%
5,995
+3
LRCX icon
310
Lam Research
LRCX
$262B
$324K 0.03%
2,421
KEYS icon
311
Keysight
KEYS
$48.6B
$324K 0.03%
1,853
BRO icon
312
Brown & Brown
BRO
$23B
$305K 0.03%
3,251
AVUV icon
313
Avantis US Small Cap Value ETF
AVUV
$22.2B
$303K 0.03%
3,045
BSJR icon
314
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$825M
$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
$89.8B
$300K 0.02%
4,729
SNV
317
DELISTED
Synovus
SNV
$299K 0.02%
6,093
+2,215
HEI icon
318
HEICO Corp
HEI
$40.5B
$298K 0.02%
922
-50
BIV icon
319
Vanguard Intermediate-Term Bond ETF
BIV
$28.3B
$297K 0.02%
3,805
-319
EBAY icon
320
eBay
EBAY
$40.3B
$294K 0.02%
3,231
BSCT icon
321
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.81B
$293K 0.02%
15,575
+8,060
IWV icon
322
iShares Russell 3000 ETF
IWV
$17.3B
$291K 0.02%
767
+2
GNRC icon
323
Generac Holdings
GNRC
$12B
$289K 0.02%
1,725
WMS icon
324
Advanced Drainage Systems
WMS
$10.8B
$288K 0.02%
2,075
PSX icon
325
Phillips 66
PSX
$69.8B
$285K 0.02%
2,094
11 12
13
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