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
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$2.65M
3
+$1.7M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.69M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.58M

Top Sells

1
+$9.38M
2
+$3.83M
3
+$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.82%
2 Financials 13.85%
3 Healthcare 10.23%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBAY icon
326
eBay
EBAY
$50.2B
$281K 0.02%
3,231
MMM icon
327
3M
MMM
$76.7B
$281K 0.02%
1,754
BP icon
328
BP
BP
$114B
$280K 0.02%
8,074
-129
REGL icon
329
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.7B
$278K 0.02%
3,303
XBI icon
330
State Street SPDR S&P Biotech ETF
XBI
$8.53B
$278K 0.02%
2,278
-162
SECT icon
331
Main Sector Rotation ETF
SECT
$2.66B
$275K 0.02%
4,257
BIV icon
332
Vanguard Intermediate-Term Bond ETF
BIV
$28.3B
$271K 0.02%
3,484
-321
MLM icon
333
Martin Marietta Materials
MLM
$34.6B
$271K 0.02%
435
PSX icon
334
Phillips 66
PSX
$68.9B
$270K 0.02%
2,094
SAN icon
335
Banco Santander
SAN
$172B
$270K 0.02%
23,000
AGG icon
336
iShares Core US Aggregate Bond ETF
AGG
$135B
$268K 0.02%
2,680
-156
PH icon
337
Parker-Hannifin
PH
$111B
$265K 0.02%
302
MNST icon
338
Monster Beverage
MNST
$84B
$265K 0.02%
3,452
-6
OHI icon
339
Omega Healthcare
OHI
$14.3B
$264K 0.02%
5,947
-4
IBP icon
340
Installed Building Products
IBP
$5.56B
$259K 0.02%
+1,000
DVY icon
341
iShares Select Dividend ETF
DVY
$22.3B
$259K 0.02%
1,832
-5
XLE icon
342
State Street Energy Select Sector SPDR ETF
XLE
$41.2B
$258K 0.02%
5,772
-368
FRDM icon
343
Freedom 100 Emerging Markets ETF
FRDM
$3.3B
$257K 0.02%
5,013
+2
BRO icon
344
Brown & Brown
BRO
$18.4B
$256K 0.02%
3,216
-35
EEMV icon
345
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.58B
$255K 0.02%
3,975
MFC icon
346
Manulife Financial
MFC
$66.5B
$254K 0.02%
7,000
-50
ICFI icon
347
ICF International
ICFI
$1.08B
$252K 0.02%
2,951
+5
ETX
348
Eaton Vance Municipal Income 2028 Term Trust
ETX
$206M
$251K 0.02%
13,400
+2,500
COF icon
349
Capital One
COF
$113B
$250K 0.02%
1,032
CTRE icon
350
CareTrust REIT
CTRE
$10B
$249K 0.02%
6,880
-40
12 13
14
15 16