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
RSPG icon
351
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$625M
$246K 0.02%
3,093
-50
QLD icon
352
ProShares Ultra QQQ
QLD
$13.5B
$245K 0.02%
3,480
VMC icon
353
Vulcan Materials
VMC
$35.6B
$243K 0.02%
851
OKE icon
354
Oneok
OKE
$55.9B
$240K 0.02%
3,263
SPLV icon
355
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
$240K 0.02%
3,354
SCHV icon
356
Schwab US Large-Cap Value ETF
SCHV
$15.3B
$239K 0.02%
8,068
-63
DOC icon
357
Healthpeak Properties
DOC
$13.5B
$238K 0.02%
14,803
+165
TGT icon
358
Target
TGT
$55.2B
$238K 0.02%
2,434
-198
CACI icon
359
CACI
CACI
$11.1B
$235K 0.02%
441
HPE icon
360
Hewlett Packard
HPE
$42.6B
$229K 0.02%
9,550
VRTX icon
361
Vertex Pharmaceuticals
VRTX
$115B
$224K 0.02%
495
-1,892
FDVV icon
362
Fidelity High Dividend ETF
FDVV
$9.26B
$224K 0.02%
3,954
+12
IWN icon
363
iShares Russell 2000 Value ETF
IWN
$13.6B
$224K 0.02%
1,236
VIGI icon
364
Vanguard International Dividend Appreciation ETF
VIGI
$8.82B
$223K 0.02%
2,441
INCY icon
365
Incyte
INCY
$19.7B
$222K 0.02%
2,250
-100
IWM icon
366
iShares Russell 2000 ETF
IWM
$78.9B
$222K 0.02%
900
GNRC icon
367
Generac Holdings
GNRC
$15.7B
$222K 0.02%
1,625
-100
DLTR icon
368
Dollar Tree
DLTR
$16.9B
$221K 0.02%
1,800
-34
ALLY icon
369
Ally Financial
ALLY
$12.8B
$215K 0.02%
4,751
-197
CCEP icon
370
Coca-Cola Europacific Partners
CCEP
$40.5B
$214K 0.02%
2,360
WTRG icon
371
Essential Utilities
WTRG
$10.7B
$214K 0.02%
5,567
-765
XAR icon
372
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.1B
$213K 0.02%
882
CARR icon
373
Carrier Global
CARR
$54.5B
$210K 0.02%
3,984
-589
SYY icon
374
Sysco
SYY
$35B
$209K 0.02%
2,832
-20
GEHC icon
375
GE HealthCare
GEHC
$28.2B
$208K 0.02%
2,530
13 14
15
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