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
IMKTA icon
326
Ingles Markets
IMKTA
$1.34B
$266K 0.02%
4,200
+2,350
CMI icon
327
Cummins
CMI
$60.8B
$262K 0.02%
801
+1
XLE icon
328
Energy Select Sector SPDR Fund
XLE
$26.5B
$260K 0.02%
3,070
+30
RIO icon
329
Rio Tinto
RIO
$118B
$257K 0.02%
4,401
-200
BSJR icon
330
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$608M
$256K 0.02%
11,290
+10,000
WTRG icon
331
Essential Utilities
WTRG
$11B
$254K 0.02%
6,848
+327
SPLV icon
332
Invesco S&P 500 Low Volatility ETF
SPLV
$7.59B
$252K 0.02%
3,454
PSX icon
333
Phillips 66
PSX
$55.8B
$250K 0.02%
2,094
ENTG icon
334
Entegris
ENTG
$14.8B
$250K 0.02%
3,096
-75
EEMV icon
335
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.82B
$250K 0.02%
3,975
-800
ICFI icon
336
ICF International
ICFI
$1.62B
$249K 0.02%
+2,941
ZTS icon
337
Zoetis
ZTS
$64.6B
$248K 0.02%
1,589
-29
SECT icon
338
Main Sector Rotation ETF
SECT
$2.4B
$247K 0.02%
4,257
GNRC icon
339
Generac Holdings
GNRC
$11.2B
$247K 0.02%
1,725
-30
BP icon
340
BP
BP
$89.9B
$243K 0.02%
8,134
+3,072
DVY icon
341
iShares Select Dividend ETF
DVY
$20.8B
$242K 0.02%
1,822
+102
EBAY icon
342
eBay
EBAY
$45.7B
$241K 0.02%
3,231
-825
CCAP icon
343
Crescent Capital BDC
CCAP
$539M
$238K 0.02%
16,909
WMS icon
344
Advanced Drainage Systems
WMS
$11B
$238K 0.02%
2,075
+18
DOC icon
345
Healthpeak Properties
DOC
$12.3B
$236K 0.02%
13,490
+2,596
BJ icon
346
BJs Wholesale Club
BJ
$11.9B
$236K 0.02%
2,187
+150
LRCX icon
347
Lam Research
LRCX
$203B
$236K 0.02%
2,421
RSPG icon
348
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$408M
$234K 0.02%
3,142
+1
MFC icon
349
Manulife Financial
MFC
$55.3B
$227K 0.02%
7,100
MLM icon
350
Martin Marietta Materials
MLM
$37.6B
$225K 0.02%
410
12 13
14
15 16