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
WMS icon
451
Advanced Drainage Systems
WMS
$10.7B
$116K 0.01%
800
-1,275
SSO icon
452
ProShares Ultra S&P500
SSO
$6.28B
$116K 0.01%
2,000
XLY icon
453
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$116K 0.01%
969
+1
DB icon
454
Deutsche Bank
DB
$55.6B
$116K 0.01%
3,000
XLU icon
455
State Street Utilities Select Sector SPDR ETF
XLU
$24.7B
$115K 0.01%
2,705
-479
AB icon
456
AllianceBernstein
AB
$3.54B
$115K 0.01%
3,000
EFV icon
457
iShares MSCI EAFE Value ETF
EFV
$28.7B
$114K 0.01%
1,598
+120
IEMG icon
458
iShares Core MSCI Emerging Markets ETF
IEMG
$136B
$113K 0.01%
1,678
HBAN icon
459
Huntington Bancshares
HBAN
$31.3B
$113K 0.01%
6,500
LTC
460
LTC Properties
LTC
$1.9B
$113K 0.01%
3,278
-22
NFG icon
461
National Fuel Gas
NFG
$9.12B
$112K 0.01%
1,400
OC icon
462
Owens Corning
OC
$8.39B
$112K 0.01%
1,000
LNC icon
463
Lincoln National
LNC
$6.19B
$111K 0.01%
2,495
CGXU icon
464
Capital Group International Focus Equity ETF
CGXU
$4.73B
$111K 0.01%
+3,743
AZN icon
465
AstraZeneca
AZN
$295B
$111K 0.01%
1,203
MDU icon
466
MDU Resources
MDU
$4.34B
$109K 0.01%
5,600
PHYL icon
467
PGIM Active High Yield Bond ETF
PHYL
$1.24B
$109K 0.01%
3,067
+22
WRB icon
468
W.R. Berkley
WRB
$25.9B
$108K 0.01%
1,545
ROL icon
469
Rollins
ROL
$26.8B
$108K 0.01%
1,797
LII icon
470
Lennox International
LII
$16.6B
$107K 0.01%
221
AVDV icon
471
Avantis International Small Cap Value ETF
AVDV
$17B
$106K 0.01%
+1,131
OTIS icon
472
Otis Worldwide
OTIS
$32.3B
$106K 0.01%
1,213
ENFR icon
473
Alerian Energy Infrastructure ETF
ENFR
$406M
$105K 0.01%
3,341
+10
WTM icon
474
White Mountains Insurance
WTM
$5.44B
$104K 0.01%
50
CME icon
475
CME Group
CME
$112B
$103K 0.01%
378
17 18
19
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