AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
+$1.01M
3
+$934K
4
BA icon
Boeing
BA
+$898K
5
VUG icon
Vanguard Growth ETF
VUG
+$857K

Top Sells

1
+$1.38M
2
+$907K
3
+$856K
4
AAPL icon
Apple
AAPL
+$850K
5
GLW icon
Corning
GLW
+$814K

Sector Composition

1 Technology 16.43%
2 Financials 13.18%
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
IXC icon
376
iShares Global Energy ETF
IXC
$1.9B
$207K 0.02%
4,961
HON icon
377
Honeywell
HON
$125B
$207K 0.02%
984
+124
SWKS icon
378
Skyworks Solutions
SWKS
$9.95B
$206K 0.02%
2,679
-150
BJ icon
379
BJs Wholesale Club
BJ
$12.2B
$204K 0.02%
2,187
GPC icon
380
Genuine Parts
GPC
$18.3B
$203K 0.02%
1,466
+28
HSY icon
381
Hershey
HSY
$38.1B
$201K 0.02%
1,077
-100
INCY icon
382
Incyte
INCY
$18.7B
$199K 0.02%
2,350
TMHC icon
383
Taylor Morrison
TMHC
$6.12B
$198K 0.02%
3,000
XYL icon
384
Xylem
XYL
$33.4B
$197K 0.02%
1,337
FSS icon
385
Federal Signal
FSS
$6.74B
$196K 0.02%
1,648
+16
SCHG icon
386
Schwab US Large-Cap Growth ETF
SCHG
$52B
$194K 0.02%
6,093
-3
ALLY icon
387
Ally Financial
ALLY
$13.9B
$194K 0.02%
4,948
+3
VNT icon
388
Vontier
VNT
$5.38B
$192K 0.02%
4,583
PNR icon
389
Pentair
PNR
$17.2B
$191K 0.02%
1,724
GEHC icon
390
GE HealthCare
GEHC
$38.2B
$190K 0.02%
2,530
USMV icon
391
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$189K 0.02%
1,987
+4
XLK icon
392
State Street Technology Select Sector SPDR ETF
XLK
$92.1B
$188K 0.02%
668
+43
BIZD icon
393
VanEck BDC Income ETF
BIZD
$1.6B
$187K 0.02%
12,529
-800
MOO icon
394
VanEck Agribusiness ETF
MOO
$593M
$187K 0.02%
2,544
IDV icon
395
iShares International Select Dividend ETF
IDV
$6.49B
$185K 0.02%
5,051
+13
IBKR icon
396
Interactive Brokers
IBKR
$28B
$184K 0.02%
2,677
+125
YUM icon
397
Yum! Brands
YUM
$41.9B
$184K 0.02%
1,209
FE icon
398
FirstEnergy
FE
$25.6B
$183K 0.02%
4,000
IWS icon
399
iShares Russell Mid-Cap Value ETF
IWS
$14.4B
$182K 0.02%
1,305
ARE icon
400
Alexandria Real Estate Equities
ARE
$8.19B
$182K 0.02%
2,185
-22
14 15
16
17 18