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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
DEO icon
451
Diageo
DEO
$45.1B
$126K 0.01%
1,694
-175
BGIG icon
452
Bahl & Gaynor Income Growth ETF
BGIG
$2.14B
$126K 0.01%
+3,789
XLP icon
453
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$125K 0.01%
1,519
+25
AMP icon
454
Ameriprise Financial
AMP
$40.5B
$120K 0.01%
270
IEMG icon
455
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$119K 0.01%
1,713
+35
VUSB icon
456
Vanguard Ultra-Short Bond ETF
VUSB
$8.8B
$119K 0.01%
2,387
+17
EFV icon
457
iShares MSCI EAFE Value ETF
EFV
$26.7B
$119K 0.01%
1,598
VTIP icon
458
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$118K 0.01%
2,371
MDU icon
459
MDU Resources
MDU
$4.37B
$116K 0.01%
5,600
Q
460
Qnity Electronics Inc
Q
$31.2B
$114K 0.01%
990
-77
IVW icon
461
iShares S&P 500 Growth ETF
IVW
$72.9B
$114K 0.01%
1,009
+1
AVDV icon
462
Avantis International Small Cap Value ETF
AVDV
$19.2B
$113K 0.01%
1,131
BSX icon
463
Boston Scientific
BSX
$70.1B
$113K 0.01%
1,795
-8,291
AB icon
464
AllianceBernstein
AB
$3.4B
$112K 0.01%
3,000
CME icon
465
CME Group
CME
$94.7B
$112K 0.01%
378
ARCC icon
466
Ares Capital
ARCC
$13.7B
$111K 0.01%
6,161
CGXU icon
467
Capital Group International Focus Equity ETF
CGXU
$6.18B
$110K 0.01%
3,743
KNF icon
468
Knife River
KNF
$4.31B
$110K 0.01%
1,350
WTM icon
469
White Mountains Insurance
WTM
$4.93B
$110K 0.01%
50
ICLN icon
470
iShares Global Clean Energy ETF
ICLN
$3.02B
$110K 0.01%
6,000
WMS icon
471
Advanced Drainage Systems
WMS
$10.3B
$110K 0.01%
800
BPRE
472
Bluerock Private Real Estate Fund
BPRE
$109K 0.01%
6,555
+128
BWA icon
473
BorgWarner
BWA
$15.4B
$109K 0.01%
2,000
OC icon
474
Owens Corning
OC
$9.78B
$108K 0.01%
1,000
XLY icon
475
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.5B
$107K 0.01%
978
+9
17 18
19
20 21