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
$1.23B
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 15.82%
2 Financials 13.85%
3 Healthcare 10.23%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IHAK icon
476
iShares Cybersecurity and Tech ETF
IHAK
$806M
$103K 0.01%
2,141
+310
O icon
477
Realty Income
O
$57.4B
$102K 0.01%
1,811
+122
SMDV icon
478
ProShares Russell 2000 Dividend Growers ETF
SMDV
$644M
$101K 0.01%
1,528
+3
CB icon
479
Chubb
CB
$123B
$101K 0.01%
323
-2
AKAM icon
480
Akamai
AKAM
$23.4B
$100K 0.01%
1,150
DIA icon
481
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.1B
$99.8K 0.01%
208
-10
ZSQR
482
Z Squared Inc
ZSQR
$581M
$99.8K 0.01%
7,000
PDP icon
483
Invesco Dorsey Wright Momentum ETF
PDP
$1.53B
$99.5K 0.01%
855
ICLN icon
484
iShares Global Clean Energy ETF
ICLN
$2.81B
$98.6K 0.01%
6,000
ECG
485
Everus Construction Group
ECG
$8.21B
$98.4K 0.01%
1,150
-250
SDY icon
486
State Street SPDR S&P Dividend ETF
SDY
$20.8B
$98.2K 0.01%
706
MRSH
487
Marsh
MRSH
$76.7B
$98.2K 0.01%
529
DECK icon
488
Deckers Outdoor
DECK
$13.3B
$97.9K 0.01%
944
SBAC icon
489
SBA Communications
SBAC
$22B
$97.3K 0.01%
503
SCHO icon
490
Schwab Short-Term US Treasury ETF
SCHO
$12.2B
$97K 0.01%
3,980
CALF icon
491
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.36B
$96.7K 0.01%
2,180
BPRE
492
Bluerock Private Real Estate Fund
BPRE
$96.4K 0.01%
+6,427
VRT icon
493
Vertiv
VRT
$142B
$95.6K 0.01%
590
SKYY icon
494
First Trust Cloud Computing ETF
SKYY
$2.61B
$95.3K 0.01%
733
+67
EQH icon
495
Equitable Holdings
EQH
$11.6B
$95.3K 0.01%
2,000
-1,000
KNF icon
496
Knife River
KNF
$4.52B
$95K 0.01%
1,350
-100
XLV icon
497
State Street Health Care Select Sector SPDR ETF
XLV
$37.8B
$94.7K 0.01%
612
-211
COWZ icon
498
Pacer US Cash Cows 100 ETF
COWZ
$18B
$93.3K 0.01%
1,551
SHV icon
499
iShares 0-1 Year Treasury Bond ETF
SHV
$20.5B
$93.2K 0.01%
846
KXI icon
500
iShares Global Consumer Staples ETF
KXI
$1.02B
$92.8K 0.01%
1,435
18 19
20
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