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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
IDV icon
426
iShares International Select Dividend ETF
IDV
$8.62B
$147K 0.01%
3,446
-574
BSMR icon
427
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$343M
$147K 0.01%
+6,200
FNDF icon
428
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$145K 0.01%
2,960
+1,000
IDXX icon
429
Idexx Laboratories
IDXX
$44B
$143K 0.01%
255
HLT icon
430
Hilton Worldwide
HLT
$77.8B
$143K 0.01%
469
+10
REGN icon
431
Regeneron Pharmaceuticals
REGN
$64.1B
$142K 0.01%
184
-66
BSMU icon
432
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$259M
$142K 0.01%
+6,500
CCAP icon
433
Crescent Capital BDC
CCAP
$412M
$141K 0.01%
11,567
-1,645
SDY icon
434
State Street SPDR S&P Dividend ETF
SDY
$21.3B
$140K 0.01%
956
+250
SBAC icon
435
SBA Communications
SBAC
$21.6B
$138K 0.01%
803
+300
SILA
436
Sila Realty Trust
SILA
$1.67B
$138K 0.01%
5,818
+41
ED icon
437
Consolidated Edison
ED
$39.4B
$137K 0.01%
1,211
BDX icon
438
Becton Dickinson
BDX
$40.6B
$137K 0.01%
871
+37
ECG
439
Everus Construction Group
ECG
$7.33B
$136K 0.01%
1,150
NWSA icon
440
News Corp Class A
NWSA
$14.3B
$134K 0.01%
5,362
FRST icon
441
Primis Financial Corp
FRST
$382M
$133K 0.01%
10,000
AKAM icon
442
Akamai
AKAM
$19.3B
$132K 0.01%
1,150
NFG icon
443
National Fuel Gas
NFG
$7.3B
$132K 0.01%
1,400
FERG icon
444
Ferguson
FERG
$44.2B
$131K 0.01%
562
BIZD icon
445
VanEck BDC Income ETF
BIZD
$1.57B
$130K 0.01%
10,129
-1,300
BAX icon
446
Baxter International
BAX
$10.6B
$129K 0.01%
7,695
-2,450
ENFR icon
447
Alerian Energy Infrastructure ETF
ENFR
$473M
$129K 0.01%
3,371
+30
PHYL icon
448
PGIM Active High Yield Bond ETF
PHYL
$1.3B
$128K 0.01%
3,689
+622
DY icon
449
Dycom Industries
DY
$14B
$127K 0.01%
375
J icon
450
Jacobs Solutions
J
$14.9B
$127K 0.01%
994
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