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
$1.23B
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 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLB icon
426
SLB Ltd
SLB
$67.1B
$144K 0.01%
3,750
-600
CBRE icon
427
CBRE Group
CBRE
$39.7B
$144K 0.01%
894
TGTX icon
428
TG Therapeutics
TGTX
$4.36B
$140K 0.01%
4,700
NWSA icon
429
News Corp Class A
NWSA
$13.1B
$140K 0.01%
5,362
TT icon
430
Trane Technologies
TT
$93.5B
$139K 0.01%
358
FRST icon
431
Primis Financial Corp
FRST
$315M
$139K 0.01%
10,000
UTHR icon
432
United Therapeutics
UTHR
$23.6B
$136K 0.01%
280
SILA
433
Sila Realty Trust
SILA
$1.36B
$135K 0.01%
5,777
-37
AMP icon
434
Ameriprise Financial
AMP
$40.4B
$132K 0.01%
270
HLT icon
435
Hilton Worldwide
HLT
$67.2B
$132K 0.01%
459
J icon
436
Jacobs Solutions
J
$15B
$132K 0.01%
994
+1
AVY icon
437
Avery Dennison
AVY
$13.2B
$129K 0.01%
711
TDY icon
438
Teledyne Technologies
TDY
$29.4B
$129K 0.01%
253
ROP icon
439
Roper Technologies
ROP
$36.1B
$129K 0.01%
289
DY icon
440
Dycom Industries
DY
$10.5B
$127K 0.01%
375
+8
FERG icon
441
Ferguson
FERG
$44.4B
$125K 0.01%
562
ARCC icon
442
Ares Capital
ARCC
$12.8B
$125K 0.01%
6,161
-400
IVW icon
443
iShares S&P 500 Growth ETF
IVW
$62.7B
$124K 0.01%
1,008
SSNC icon
444
SS&C Technologies
SSNC
$17.3B
$122K 0.01%
1,398
ED icon
445
Consolidated Edison
ED
$41.6B
$120K 0.01%
1,211
-66
MICC
446
The Magnum Ice Cream Company N.V.
MICC
$9.47B
$120K 0.01%
+7,542
VUSB icon
447
Vanguard Ultra-Short Bond ETF
VUSB
$7.98B
$118K 0.01%
2,370
+34
IUSV icon
448
iShares Core S&P US Value ETF
IUSV
$23.9B
$118K 0.01%
1,147
-1
VTIP icon
449
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
$117K 0.01%
2,371
+59
XLP icon
450
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.7B
$116K 0.01%
1,494
16 17
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