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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
$1.23B
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
ULTA icon
526
Ulta Beauty
ULTA
$21B
$78.7K 0.01%
130
HLI icon
527
Houlihan Lokey
HLI
$9.57B
$78.4K 0.01%
450
WSM icon
528
Williams-Sonoma
WSM
$28.2B
$77.8K 0.01%
435
-200
ALLE icon
529
Allegion
ALLE
$12B
$77.7K 0.01%
488
SBRA icon
530
Sabra Healthcare REIT
SBRA
$4.93B
$77.4K 0.01%
4,089
-61
EEFT icon
531
Euronet Worldwide
EEFT
$2.68B
$76.1K 0.01%
1,000
JPC icon
532
Nuveen Preferred & Income Opportunities Fund
JPC
$2.92B
$75.9K 0.01%
9,357
-1,422
VPL icon
533
Vanguard FTSE Pacific ETF
VPL
$8.52B
$75K 0.01%
830
TECL icon
534
Direxion Daily Technology Bull 3x ETF
TECL
$5.83B
$74.6K 0.01%
635
FHLC icon
535
Fidelity MSCI Health Care Index ETF
FHLC
$3.22B
$74.3K 0.01%
1,000
FTCS icon
536
First Trust Capital Strength ETF
FTCS
$7.67B
$74K 0.01%
800
HWM icon
537
Howmet Aerospace
HWM
$108B
$73.4K 0.01%
358
FFIV icon
538
F5
FFIV
$22.3B
$72.7K 0.01%
285
IFF icon
539
International Flavors & Fragrances
IFF
$19.5B
$72.1K 0.01%
1,070
-406
DVN icon
540
Devon Energy
DVN
$48.7B
$72.1K 0.01%
1,968
ELS icon
541
Equity Lifestyle Properties
ELS
$12.5B
$72K 0.01%
1,189
+125
ZBRA icon
542
Zebra Technologies
ZBRA
$12B
$71.4K 0.01%
294
ANET icon
543
Arista Networks
ANET
$198B
$70.8K 0.01%
540
EFX icon
544
Equifax
EFX
$18.9B
$69.9K 0.01%
322
WDFC icon
545
WD-40
WDFC
$3.34B
$68.9K 0.01%
350
IP icon
546
International Paper
IP
$20.5B
$68.5K 0.01%
1,738
HOOD icon
547
Robinhood
HOOD
$88.9B
$68K 0.01%
+601
MKTX icon
548
MarketAxess Holdings
MKTX
$4B
$67.8K 0.01%
374
-2
IUSB icon
549
iShares Core Universal USD Bond ETF
IUSB
$42.5B
$67.5K 0.01%
1,451
+339
GMOI
550
GMO International Value ETF
GMOI
$456M
$67.2K 0.01%
2,000
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