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
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$938K
3
+$918K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$838K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$834K

Top Sells

1
+$1.31M
2
+$859K
3
+$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.43%
2 Financials 13.19%
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
TQQQ icon
401
ProShares UltraPro QQQ
TQQQ
$25.6B
$181K 0.02%
3,500
CCK icon
402
Crown Holdings
CCK
$11.8B
$180K 0.01%
1,865
CPAY icon
403
Corpay
CPAY
$21.9B
$179K 0.01%
620
-25
BSMS icon
404
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$278M
$176K 0.01%
7,500
+2,500
DLTR icon
405
Dollar Tree
DLTR
$22.2B
$173K 0.01%
1,834
IQV icon
406
IQVIA
IQV
$27.4B
$171K 0.01%
900
TGTX icon
407
TG Therapeutics
TGTX
$4.3B
$170K 0.01%
4,700
DD icon
408
DuPont de Nemours
DD
$18.5B
$169K 0.01%
5,177
-134
PRU icon
409
Prudential Financial
PRU
$32.1B
$168K 0.01%
1,619
+11
NWSA icon
410
News Corp Class A
NWSA
$13B
$165K 0.01%
5,362
TAN icon
411
Invesco Solar ETF
TAN
$1.52B
$164K 0.01%
3,760
-120
IDXX icon
412
Idexx Laboratories
IDXX
$45.5B
$163K 0.01%
255
RF icon
413
Regions Financial
RF
$21.9B
$162K 0.01%
6,144
ITOT icon
414
iShares Core S&P Total US Stock Market ETF
ITOT
$80B
$162K 0.01%
1,112
PAVE icon
415
Global X US Infrastructure Development ETF
PAVE
$11.4B
$162K 0.01%
3,400
BDX icon
416
Becton Dickinson
BDX
$45.4B
$156K 0.01%
834
-58
BIP icon
417
Brookfield Infrastructure Partners
BIP
$17.6B
$155K 0.01%
4,725
USB icon
418
US Bancorp
USB
$80B
$155K 0.01%
3,200
BSJS icon
419
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$642M
$153K 0.01%
6,925
+5,500
EQH icon
420
Equitable Holdings
EQH
$10.4B
$152K 0.01%
3,000
-13,367
SPSB icon
421
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.9B
$151K 0.01%
5,000
TT icon
422
Trane Technologies
TT
$93.4B
$151K 0.01%
358
+40
SUN icon
423
Sunoco
SUN
$11.8B
$150K 0.01%
3,000
SLB icon
424
SLB Ltd
SLB
$66.9B
$150K 0.01%
4,350
+300
J icon
425
Jacobs Solutions
J
$15.2B
$149K 0.01%
993
15 16
17
18 19