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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
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$1.36M
3
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1
+$21.1M
2
+$6.19M
3
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSPU icon
526
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$538M
$73.6K 0.01%
908
+202
VLTO icon
527
Veralto
VLTO
$20.3B
$73.2K 0.01%
828
-33
BAM icon
528
Brookfield Asset Management
BAM
$74.4B
$73.2K 0.01%
1,647
ODFL icon
529
Old Dominion Freight Line
ODFL
$51.5B
$72.8K 0.01%
373
+1
TKR icon
530
Timken Company
TKR
$9.55B
$72.6K 0.01%
722
GMOI
531
GMO International Value ETF
GMOI
$455M
$72.5K 0.01%
2,000
WDFC icon
532
WD-40
WDFC
$3.02B
$71.4K 0.01%
350
WBD icon
533
Warner Bros
WBD
$67.3B
$71.1K 0.01%
2,591
-234
MICC
534
The Magnum Ice Cream Company N.V.
MICC
$11B
$71K 0.01%
4,751
-2,791
ALLE icon
535
Allegion
ALLE
$11.5B
$70.9K 0.01%
488
PWR icon
536
Quanta Services
PWR
$103B
$70.8K 0.01%
129
+12
JPC icon
537
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
$70.8K 0.01%
9,386
+29
HSY icon
538
Hershey
HSY
$36.7B
$70.7K 0.01%
340
-737
FHLC icon
539
Fidelity MSCI Health Care Index ETF
FHLC
$3.07B
$70.4K 0.01%
1,000
WELL icon
540
Welltower
WELL
$149B
$69.3K 0.01%
351
+1
HPQ icon
541
HP
HPQ
$22.6B
$69.3K 0.01%
3,607
+3
XLI icon
542
State Street Industrial Select Sector SPDR ETF
XLI
$30.7B
$68.9K 0.01%
426
SLM icon
543
SLM Corp
SLM
$4.18B
$68.5K 0.01%
3,200
HII icon
544
Huntington Ingalls Industries
HII
$11.9B
$68.4K 0.01%
180
BABA icon
545
Alibaba
BABA
$270B
$68.4K 0.01%
545
+120
SPYD icon
546
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.42B
$68.3K 0.01%
1,500
WEC icon
547
WEC Energy
WEC
$36.8B
$68K 0.01%
587
ULTA icon
548
Ulta Beauty
ULTA
$20.5B
$68K 0.01%
130
ANET icon
549
Arista Networks
ANET
$197B
$67.8K 0.01%
552
+12
UTG icon
550
Reaves Utility Income Fund
UTG
$3.67B
$66.7K 0.01%
1,699
+25
20 21
22
23 24