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
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$938K
3
+$918K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$838K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$834K

Top Sells

1
+$1.31M
2
+$859K
3
+$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.43%
2 Financials 13.19%
3 Healthcare 9.79%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PHR icon
451
Phreesia
PHR
$663M
$118K 0.01%
+5,000
UTHR icon
452
United Therapeutics
UTHR
$23.4B
$117K 0.01%
280
XLP icon
453
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.6B
$117K 0.01%
1,494
VTIP icon
454
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
$117K 0.01%
2,312
+18
LII icon
455
Lennox International
LII
$16.8B
$117K 0.01%
221
+15
VUSB icon
456
Vanguard Ultra-Short Bond ETF
VUSB
$7.98B
$117K 0.01%
2,336
+27
XLY icon
457
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22B
$116K 0.01%
968
FIS icon
458
Fidelity National Information Services
FIS
$25.3B
$116K 0.01%
1,756
AVY icon
459
Avery Dennison
AVY
$13.1B
$115K 0.01%
711
IUSV icon
460
iShares Core S&P US Value ETF
IUSV
$23.9B
$115K 0.01%
1,148
-41
AB icon
461
AllianceBernstein
AB
$3.5B
$115K 0.01%
3,000
-375
XLV icon
462
State Street Health Care Select Sector SPDR ETF
XLV
$39.9B
$115K 0.01%
823
IWR icon
463
iShares Russell Mid-Cap ETF
IWR
$46.9B
$113K 0.01%
1,169
+1
HBAN icon
464
Huntington Bancshares
HBAN
$31.4B
$112K 0.01%
6,500
SSO icon
465
ProShares Ultra S&P500
SSO
$6.33B
$112K 0.01%
2,000
KNF icon
466
Knife River
KNF
$4.43B
$111K 0.01%
1,450
BSY icon
467
Bentley Systems
BSY
$11.6B
$111K 0.01%
2,159
OTIS icon
468
Otis Worldwide
OTIS
$32.1B
$111K 0.01%
1,213
IEMG icon
469
iShares Core MSCI Emerging Markets ETF
IEMG
$136B
$111K 0.01%
1,678
PHYL icon
470
PGIM Active High Yield Bond ETF
PHYL
$1.24B
$109K 0.01%
3,045
+523
CINF icon
471
Cincinnati Financial
CINF
$25.6B
$108K 0.01%
686
ENFR icon
472
Alerian Energy Infrastructure ETF
ENFR
$405M
$108K 0.01%
3,331
+18
DY icon
473
Dycom Industries
DY
$10.7B
$107K 0.01%
367
MRSH
474
Marsh
MRSH
$82.7B
$107K 0.01%
529
DB icon
475
Deutsche Bank
DB
$56.2B
$106K 0.01%
3,000
17 18
19
20 21