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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.04M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1
+$20.2M
2
+$1.22M
3
+$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVUV icon
326
Avantis US Small Cap Value ETF
AVUV
$18.4B
$265K 0.02%
3,045
MMM icon
327
3M
MMM
$88.5B
$261K 0.02%
1,778
+196
PSX icon
328
Phillips 66
PSX
$54.6B
$259K 0.02%
2,094
SPLV icon
329
Invesco S&P 500 Low Volatility ETF
SPLV
$7.61B
$258K 0.02%
3,454
WTRG icon
330
Essential Utilities
WTRG
$11.1B
$258K 0.02%
6,521
+26
RSPG icon
331
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$409M
$257K 0.02%
3,141
-100
CMI icon
332
Cummins
CMI
$60.7B
$251K 0.02%
800
PFIX icon
333
Simplify Interest Rate Hedge ETF
PFIX
$151M
$248K 0.02%
5,125
IWV icon
334
iShares Russell 3000 ETF
IWV
$17.7B
$243K 0.02%
764
+1
NDAQ icon
335
Nasdaq
NDAQ
$49.4B
$239K 0.02%
3,148
CMA icon
336
Comerica
CMA
$9.97B
$236K 0.02%
4,000
BJ icon
337
BJs Wholesale Club
BJ
$11.9B
$232K 0.02%
2,037
CCEP icon
338
Coca-Cola Europacific Partners
CCEP
$40.5B
$232K 0.02%
2,670
-50
URI icon
339
United Rentals
URI
$56.7B
$232K 0.02%
370
DVY icon
340
iShares Select Dividend ETF
DVY
$20.8B
$231K 0.02%
1,720
+4
WMS icon
341
Advanced Drainage Systems
WMS
$11.1B
$223K 0.02%
2,057
BIZD icon
342
VanEck BDC Income ETF
BIZD
$1.55B
$223K 0.02%
13,329
-2,372
GNRC icon
343
Generac Holdings
GNRC
$11.1B
$222K 0.02%
1,755
SWKS icon
344
Skyworks Solutions
SWKS
$12.3B
$222K 0.02%
3,438
-35
MFC icon
345
Manulife Financial
MFC
$55.4B
$221K 0.02%
7,100
DOC icon
346
Healthpeak Properties
DOC
$12.4B
$220K 0.02%
+10,894
VMC icon
347
Vulcan Materials
VMC
$39.3B
$219K 0.02%
937
+86
ENFR icon
348
Alerian Energy Infrastructure ETF
ENFR
$300M
$218K 0.02%
6,643
+15
SECT icon
349
Main Sector Rotation ETF
SECT
$2.4B
$217K 0.02%
4,257
+75
SCHV icon
350
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$216K 0.02%
8,120
-48
12 13
14
15 16