AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.04M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1
+$20.2M
2
+$1.22M
3
+$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CALF icon
501
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.01B
$81.8K 0.01%
2,180
MKTX icon
502
MarketAxess Holdings
MKTX
$5.99B
$81.3K 0.01%
376
IYF icon
503
iShares US Financials ETF
IYF
$3.98B
$78.7K 0.01%
697
+1
EFX icon
504
Equifax
EFX
$26.1B
$78.4K 0.01%
322
JXI icon
505
iShares Global Utilities ETF
JXI
$229M
$76K 0.01%
1,100
-20
FFIV icon
506
F5
FFIV
$15B
$75.9K 0.01%
285
SHOP icon
507
Shopify
SHOP
$229B
$74.5K 0.01%
780
-50
SAP icon
508
SAP
SAP
$305B
$73.6K 0.01%
274
BSMP icon
509
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$218M
$73.4K 0.01%
+3,000
PDCO
510
DELISTED
Patterson Companies, Inc.
PDCO
$73.4K 0.01%
2,350
HLI icon
511
Houlihan Lokey
HLI
$14.1B
$72.7K 0.01%
450
ULTA icon
512
Ulta Beauty
ULTA
$23.1B
$72.6K 0.01%
198
+50
MTD icon
513
Mettler-Toledo International
MTD
$28.6B
$72K 0.01%
61
FTCS icon
514
First Trust Capital Strength ETF
FTCS
$8.33B
$71.7K 0.01%
800
DB icon
515
Deutsche Bank
DB
$69.5B
$71.5K 0.01%
3,000
BSMQ icon
516
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$290M
$70.8K 0.01%
+3,000
BSCT icon
517
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$70.7K 0.01%
+3,815
MQY icon
518
BlackRock MuniYield Quality Fund
MQY
$833M
$70K 0.01%
5,981
FHLC icon
519
Fidelity MSCI Health Care Index ETF
FHLC
$2.6B
$68.3K 0.01%
1,000
SKYY icon
520
First Trust Cloud Computing ETF
SKYY
$3.37B
$67.9K 0.01%
664
ELS icon
521
Equity Lifestyle Properties
ELS
$11.7B
$67.5K 0.01%
1,013
+119
SLB icon
522
SLB Ltd
SLB
$55B
$66.9K 0.01%
1,600
+600
SPYD icon
523
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.17B
$66.4K 0.01%
1,500
DVN icon
524
Devon Energy
DVN
$20.6B
$66.1K 0.01%
1,766
GIS icon
525
General Mills
GIS
$25.1B
$65.7K 0.01%
1,098
-45
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