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
BSMT icon
501
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$263M
$92.6K 0.01%
4,000
+3,000
IYF icon
502
iShares US Financials ETF
IYF
$3.31B
$90.2K 0.01%
700
-1
BWA icon
503
BorgWarner
BWA
$13.7B
$90.1K 0.01%
2,000
MOTI icon
504
VanEck Morningstar International Moat ETF
MOTI
$86.6M
$90K 0.01%
2,454
-25
RCL icon
505
Royal Caribbean
RCL
$70.9B
$89K 0.01%
319
FNDF icon
506
Schwab Fundamental International Large Company Index ETF
FNDF
$24B
$88.6K 0.01%
1,960
+1,005
NKE icon
507
Nike
NKE
$62.7B
$87.8K 0.01%
1,378
-54
ES icon
508
Eversource Energy
ES
$25.7B
$87.3K 0.01%
1,296
+450
COO icon
509
Cooper Companies
COO
$11.6B
$87.2K 0.01%
1,064
Q
510
Qnity Electronics Inc
Q
$33.9B
$87.1K 0.01%
+1,067
SLM icon
511
SLM Corp
SLM
$4.02B
$86.6K 0.01%
3,200
JXI icon
512
iShares Global Utilities ETF
JXI
$323M
$86.5K 0.01%
1,100
BAM icon
513
Brookfield Asset Management
BAM
$76.4B
$86.3K 0.01%
1,647
-112
DD icon
514
DuPont de Nemours
DD
$21B
$86K 0.01%
2,139
-3,038
VLTO icon
515
Veralto
VLTO
$21.1B
$85.9K 0.01%
861
-8
GSLC icon
516
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.7B
$85.5K 0.01%
646
SCHY icon
517
Schwab International Dividend Equity ETF
SCHY
$2.24B
$85.1K 0.01%
2,854
+314
PHR icon
518
Phreesia
PHR
$558M
$84.6K 0.01%
5,000
FICO icon
519
Fair Isaac
FICO
$24.7B
$84.5K 0.01%
50
BSY icon
520
Bentley Systems
BSY
$9.49B
$82.4K 0.01%
2,159
CNC icon
521
Centene
CNC
$29B
$82.3K 0.01%
2,000
PEG icon
522
Public Service Enterprise Group
PEG
$38.5B
$81.6K 0.01%
1,016
WBD icon
523
Warner Bros
WBD
$68.3B
$81.4K 0.01%
2,825
-1,703
MQY icon
524
BlackRock MuniYield Quality Fund
MQY
$817M
$80.6K 0.01%
7,131
HPQ icon
525
HP
HPQ
$19.4B
$80.3K 0.01%
3,604
+2
19 20
21
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