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
CSW
326
CSW Industrials
CSW
$4.25B
$285K 0.02%
1,173
AGG icon
327
iShares Core US Aggregate Bond ETF
AGG
$139B
$284K 0.02%
2,836
+86
RIO icon
328
Rio Tinto
RIO
$147B
$284K 0.02%
4,301
-100
BP icon
329
BP
BP
$108B
$283K 0.02%
8,203
+69
ENTG icon
330
Entegris
ENTG
$16.7B
$283K 0.02%
3,056
-40
REGL icon
331
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.67B
$282K 0.02%
3,303
DOC icon
332
Healthpeak Properties
DOC
$11.7B
$280K 0.02%
14,638
+1,148
NDAQ icon
333
Nasdaq
NDAQ
$47.8B
$278K 0.02%
3,148
XLE icon
334
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$274K 0.02%
6,140
MLM icon
335
Martin Marietta Materials
MLM
$35.4B
$274K 0.02%
435
+25
ICFI icon
336
ICF International
ICFI
$1.28B
$273K 0.02%
2,946
+5
CARR icon
337
Carrier Global
CARR
$47.2B
$273K 0.02%
4,573
-300
MMM icon
338
3M
MMM
$78.5B
$272K 0.02%
1,754
-24
SECT icon
339
Main Sector Rotation ETF
SECT
$2.35B
$268K 0.02%
4,257
CLS icon
340
Celestica
CLS
$30.5B
$265K 0.02%
1,075
VMC icon
341
Vulcan Materials
VMC
$34.4B
$262K 0.02%
851
DVY icon
342
iShares Select Dividend ETF
DVY
$22B
$261K 0.02%
1,837
+15
EEMV icon
343
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.2B
$254K 0.02%
3,975
WTRG icon
344
Essential Utilities
WTRG
$11.6B
$253K 0.02%
6,332
-516
OHI icon
345
Omega Healthcare
OHI
$14.3B
$251K 0.02%
5,951
-115
RSPG icon
346
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$594M
$250K 0.02%
3,143
+1
SPLV icon
347
Invesco S&P 500 Low Volatility ETF
SPLV
$8.15B
$246K 0.02%
3,354
-100
XBI icon
348
State Street SPDR S&P Biotech ETF
XBI
$7.78B
$244K 0.02%
2,440
-1,555
PFIX icon
349
Simplify Interest Rate Hedge ETF
PFIX
$168M
$244K 0.02%
5,075
SAN icon
350
Banco Santander
SAN
$159B
$241K 0.02%
23,000
12 13
14
15 16