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
$1.23B
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 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HON icon
376
Honeywell
HON
$150B
$207K 0.02%
1,062
+78
IXC icon
377
iShares Global Energy ETF
IXC
$2.31B
$206K 0.02%
4,923
-38
IQV icon
378
IQVIA
IQV
$27.7B
$203K 0.02%
900
SCHG icon
379
Schwab US Large-Cap Growth ETF
SCHG
$49.4B
$198K 0.02%
6,078
-15
BJ icon
380
BJs Wholesale Club
BJ
$12.9B
$197K 0.02%
2,187
HSY icon
381
Hershey
HSY
$44B
$196K 0.02%
1,077
ENTG icon
382
Entegris
ENTG
$16.5B
$194K 0.02%
2,306
-750
BAX icon
383
Baxter International
BAX
$9.07B
$194K 0.02%
10,145
-10,921
REGN icon
384
Regeneron Pharmaceuticals
REGN
$78.6B
$193K 0.02%
250
CCK icon
385
Crown Holdings
CCK
$11.8B
$192K 0.02%
1,865
IWS icon
386
iShares Russell Mid-Cap Value ETF
IWS
$14.4B
$190K 0.02%
1,348
+43
RIO icon
387
Rio Tinto
RIO
$144B
$188K 0.02%
2,351
-1,950
BSJS icon
388
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$641M
$188K 0.02%
8,525
+1,600
USMV icon
389
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$187K 0.02%
1,991
+4
MSI icon
390
Motorola Solutions
MSI
$78.3B
$187K 0.02%
487
CPAY icon
391
Corpay
CPAY
$21.7B
$187K 0.02%
620
CCAP icon
392
Crescent Capital BDC
CCAP
$471M
$186K 0.02%
13,212
-2,697
MOO icon
393
VanEck Agribusiness ETF
MOO
$1.01B
$185K 0.02%
2,546
+2
TAN icon
394
Invesco Solar ETF
TAN
$1.53B
$185K 0.02%
3,760
TQQQ icon
395
ProShares UltraPro QQQ
TQQQ
$25.2B
$185K 0.02%
3,500
PRU icon
396
Prudential Financial
PRU
$32.2B
$184K 0.01%
1,629
+10
YUM icon
397
Yum! Brands
YUM
$44.3B
$183K 0.01%
1,209
XYL icon
398
Xylem
XYL
$29B
$182K 0.01%
1,337
PNR icon
399
Pentair
PNR
$14.5B
$180K 0.01%
1,726
+2
FE icon
400
FirstEnergy
FE
$29.7B
$179K 0.01%
4,000
14 15
16
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