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
$1.23B
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 15.82%
2 Financials 13.85%
3 Healthcare 10.23%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSS icon
401
Federal Signal
FSS
$6.97B
$179K 0.01%
1,648
GPC icon
402
Genuine Parts
GPC
$13.6B
$178K 0.01%
1,444
-22
TMHC icon
403
Taylor Morrison
TMHC
$5.3B
$177K 0.01%
3,000
CMA
404
DELISTED
Comerica
CMA
$174K 0.01%
2,000
IBKR icon
405
Interactive Brokers
IBKR
$37.9B
$174K 0.01%
2,702
+25
IDXX icon
406
Idexx Laboratories
IDXX
$41.7B
$173K 0.01%
255
USB icon
407
US Bancorp
USB
$81.9B
$171K 0.01%
3,200
VNT icon
408
Vontier
VNT
$4.09B
$170K 0.01%
4,583
SWKS icon
409
Skyworks Solutions
SWKS
$10.2B
$168K 0.01%
2,649
-30
RF icon
410
Regions Financial
RF
$22.7B
$167K 0.01%
6,145
+1
ITOT icon
411
iShares Core S&P Total US Stock Market ETF
ITOT
$91.3B
$165K 0.01%
1,112
BIP icon
412
Brookfield Infrastructure Partners
BIP
$17.6B
$164K 0.01%
4,725
PAVE icon
413
Global X US Infrastructure Development ETF
PAVE
$13.5B
$162K 0.01%
3,400
ZTS icon
414
Zoetis
ZTS
$31.2B
$162K 0.01%
1,289
-260
BIZD icon
415
VanEck BDC Income ETF
BIZD
$1.56B
$162K 0.01%
11,429
-1,100
BDX icon
416
Becton Dickinson
BDX
$39.7B
$162K 0.01%
834
DEO icon
417
Diageo
DEO
$44.9B
$161K 0.01%
1,869
-656
XLK icon
418
State Street Technology Select Sector SPDR ETF
XLK
$115B
$160K 0.01%
1,108
-228
IDV icon
419
iShares International Select Dividend ETF
IDV
$8.57B
$159K 0.01%
4,020
-1,031
SUN icon
420
Sunoco
SUN
$13.2B
$157K 0.01%
3,000
TER icon
421
Teradyne
TER
$56.9B
$151K 0.01%
782
+75
SPSB icon
422
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.1B
$151K 0.01%
5,000
SNY icon
423
Sanofi
SNY
$102B
$150K 0.01%
3,100
VOE icon
424
Vanguard Mid-Cap Value ETF
VOE
$22.2B
$148K 0.01%
834
+121
KLAC icon
425
KLA
KLAC
$242B
$146K 0.01%
120
-15
15 16
17
18 19