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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
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$1.36M
3
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1
+$21.1M
2
+$6.19M
3
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLU icon
401
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$175K 0.01%
3,817
+1,112
TMHC icon
402
Taylor Morrison
TMHC
$6.62B
$175K 0.01%
3,000
VRTX icon
403
Vertex Pharmaceuticals
VRTX
$113B
$175K 0.01%
391
-104
BIP icon
404
Brookfield Infrastructure Partners
BIP
$17.7B
$171K 0.01%
4,725
VOE icon
405
Vanguard Mid-Cap Value ETF
VOE
$22.9B
$168K 0.01%
909
+75
UTHR icon
406
United Therapeutics
UTHR
$23.2B
$166K 0.01%
280
LTC
407
LTC Properties
LTC
$1.88B
$166K 0.01%
4,463
+1,185
BSCU icon
408
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.56B
$164K 0.01%
+9,835
VNT icon
409
Vontier
VNT
$4.04B
$163K 0.01%
4,583
ZTS icon
410
Zoetis
ZTS
$34.1B
$162K 0.01%
1,374
+85
PRU icon
411
Prudential Financial
PRU
$37B
$160K 0.01%
1,643
+14
CCEP icon
412
Coca-Cola Europacific Partners
CCEP
$43.3B
$160K 0.01%
1,760
-600
XYL icon
413
Xylem
XYL
$25.9B
$159K 0.01%
1,329
-8
TGTX icon
414
TG Therapeutics
TGTX
$7.36B
$156K 0.01%
4,700
IQV icon
415
IQVIA
IQV
$30.2B
$153K 0.01%
900
TDY icon
416
Teledyne Technologies
TDY
$28.9B
$153K 0.01%
253
GPC icon
417
Genuine Parts
GPC
$14.1B
$153K 0.01%
1,447
+3
PAVE icon
418
Global X US Infrastructure Development ETF
PAVE
$13.7B
$152K 0.01%
3,000
-400
CPAY icon
419
Corpay
CPAY
$22.9B
$151K 0.01%
520
-100
SNY icon
420
Sanofi
SNY
$106B
$151K 0.01%
3,137
+37
XLK icon
421
State Street Technology Select Sector SPDR ETF
XLK
$119B
$151K 0.01%
1,136
+28
PNR icon
422
Pentair
PNR
$11.7B
$151K 0.01%
1,728
+2
SPSB icon
423
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$150K 0.01%
5,000
TT icon
424
Trane Technologies
TT
$102B
$149K 0.01%
358
VRT icon
425
Vertiv
VRT
$114B
$148K 0.01%
590
15 16
17
18 19