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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
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$1.36M
3
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1
+$21.1M
2
+$6.19M
3
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IXC icon
326
iShares Global Energy ETF
IXC
$2.5B
$284K 0.02%
4,923
XBI icon
327
State Street SPDR S&P Biotech ETF
XBI
$8.03B
$283K 0.02%
2,217
-61
CSW
328
CSW Industrials
CSW
$4.48B
$281K 0.02%
1,080
-55
PGR icon
329
Progressive
PGR
$118B
$281K 0.02%
1,417
IWV icon
330
iShares Russell 3000 ETF
IWV
$19.2B
$280K 0.02%
756
-13
DVY icon
331
iShares Select Dividend ETF
DVY
$22.8B
$279K 0.02%
1,845
+13
TGT icon
332
Target
TGT
$60.2B
$277K 0.02%
2,285
-149
HOLX
333
DELISTED
Hologic
HOLX
$275K 0.02%
3,642
-1,358
FRDM icon
334
Freedom 100 Emerging Markets ETF
FRDM
$3.51B
$274K 0.02%
5,013
BSCQ icon
335
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.8B
$272K 0.02%
13,944
-1,078,615
PH icon
336
Parker-Hannifin
PH
$114B
$272K 0.02%
304
+2
AGG icon
337
iShares Core US Aggregate Bond ETF
AGG
$137B
$271K 0.02%
2,726
+46
ENTG icon
338
Entegris
ENTG
$22.1B
$270K 0.02%
2,306
BIV icon
339
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$269K 0.02%
3,484
NDAQ icon
340
Nasdaq
NDAQ
$49.1B
$267K 0.02%
3,148
BP icon
341
BP
BP
$110B
$267K 0.02%
5,683
-2,391
URI icon
342
United Rentals
URI
$66.9B
$266K 0.02%
365
+2
EXP icon
343
Eagle Materials
EXP
$6.72B
$265K 0.02%
1,400
SAN icon
344
Banco Santander
SAN
$181B
$259K 0.02%
23,000
EEMV icon
345
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.66B
$257K 0.02%
3,975
EXPE icon
346
Expedia Group
EXPE
$27B
$256K 0.02%
1,107
CTRE icon
347
CareTrust REIT
CTRE
$8.68B
$255K 0.02%
6,963
+83
LYG icon
348
Lloyds Banking Group
LYG
$78.9B
$254K 0.02%
50,500
-3,500
COF icon
349
Capital One
COF
$113B
$253K 0.02%
1,385
+353
ETX
350
Eaton Vance Municipal Income 2028 Term Trust
ETX
$206M
$246K 0.02%
13,400
12 13
14
15 16