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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROP icon
401
Roper Technologies
ROP
$48B
$164K 0.01%
289
CNC icon
402
Centene
CNC
$18.3B
$163K 0.01%
3,000
ED icon
403
Consolidated Edison
ED
$35B
$162K 0.01%
1,611
+11
FE icon
404
FirstEnergy
FE
$26.4B
$161K 0.01%
4,000
SUN icon
405
Sunoco
SUN
$7.29B
$161K 0.01%
3,000
ARE icon
406
Alexandria Real Estate Equities
ARE
$10.2B
$160K 0.01%
2,207
+522
INCY icon
407
Incyte
INCY
$17.6B
$160K 0.01%
2,350
NWSA icon
408
News Corp Class A
NWSA
$14.6B
$159K 0.01%
5,362
BIP icon
409
Brookfield Infrastructure Partners
BIP
$15.9B
$158K 0.01%
4,725
-300
XLK icon
410
Technology Select Sector SPDR Fund
XLK
$100B
$158K 0.01%
625
+106
BDX icon
411
Becton Dickinson
BDX
$52B
$154K 0.01%
892
-25
DD icon
412
DuPont de Nemours
DD
$34.4B
$152K 0.01%
2,222
-71
SPSB icon
413
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.93B
$151K 0.01%
5,000
-4,700
ITOT icon
414
iShares Core S&P Total US Stock Market ETF
ITOT
$80.1B
$150K 0.01%
+1,112
SNY icon
415
Sanofi
SNY
$123B
$150K 0.01%
3,100
PAVE icon
416
Global X US Infrastructure Development ETF
PAVE
$9.77B
$148K 0.01%
3,400
TQQQ icon
417
ProShares UltraPro QQQ
TQQQ
$32.6B
$145K 0.01%
1,750
+750
USB icon
418
US Bancorp
USB
$72.6B
$145K 0.01%
3,200
RF icon
419
Regions Financial
RF
$21.5B
$145K 0.01%
6,144
AMP icon
420
Ameriprise Financial
AMP
$45.1B
$144K 0.01%
270
FIS icon
421
Fidelity National Information Services
FIS
$32.1B
$143K 0.01%
1,756
IQV icon
422
IQVIA
IQV
$37.1B
$142K 0.01%
900
IBKR icon
423
Interactive Brokers
IBKR
$30.8B
$141K 0.01%
2,552
BSCT icon
424
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$141K 0.01%
7,515
+3,700
TT icon
425
Trane Technologies
TT
$95.1B
$139K 0.01%
318
15 16
17
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