AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.04M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1
+$20.2M
2
+$1.22M
3
+$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALLY icon
376
Ally Financial
ALLY
$12.3B
$180K 0.02%
4,942
+2
TMHC icon
377
Taylor Morrison
TMHC
$5.77B
$180K 0.02%
3,000
PRU icon
378
Prudential Financial
PRU
$35.6B
$180K 0.02%
1,608
-113
ED icon
379
Consolidated Edison
ED
$35B
$177K 0.02%
1,600
-150
LRCX icon
380
Lam Research
LRCX
$202B
$176K 0.02%
2,421
SUN icon
381
Sunoco
SUN
$7.29B
$174K 0.02%
3,000
MOO icon
382
VanEck Agribusiness ETF
MOO
$605M
$173K 0.02%
2,544
SNY icon
383
Sanofi
SNY
$123B
$172K 0.02%
3,100
ETX
384
Eaton Vance Municipal Income 2028 Term Trust
ETX
$209M
$172K 0.02%
9,400
+2,900
DD icon
385
DuPont de Nemours
DD
$34.4B
$171K 0.02%
2,293
BP icon
386
BP
BP
$90.1B
$171K 0.02%
5,062
+221
GPC icon
387
Genuine Parts
GPC
$18B
$171K 0.02%
1,434
+3
ROP icon
388
Roper Technologies
ROP
$48B
$170K 0.02%
289
IDV icon
389
iShares International Select Dividend ETF
IDV
$6.05B
$169K 0.02%
5,440
-405
CACI icon
390
CACI
CACI
$12.4B
$167K 0.02%
456
CCK icon
391
Crown Holdings
CCK
$11.1B
$166K 0.02%
1,865
IWS icon
392
iShares Russell Mid-Cap Value ETF
IWS
$14B
$164K 0.02%
1,305
SCHG icon
393
Schwab US Large-Cap Growth ETF
SCHG
$54.6B
$163K 0.02%
6,496
-120
FE icon
394
FirstEnergy
FE
$26.4B
$162K 0.02%
4,000
XYL icon
395
Xylem
XYL
$37.2B
$160K 0.01%
1,337
IQV icon
396
IQVIA
IQV
$37.1B
$159K 0.01%
900
CTRE icon
397
CareTrust REIT
CTRE
$7.57B
$158K 0.01%
+5,540
ARE icon
398
Alexandria Real Estate Equities
ARE
$10.2B
$156K 0.01%
+1,685
PNR icon
399
Pentair
PNR
$17.6B
$155K 0.01%
1,774
SAN icon
400
Banco Santander
SAN
$153B
$154K 0.01%
23,000
14 15
16
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