AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$938K
3
+$918K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$838K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$834K

Top Sells

1
+$1.31M
2
+$859K
3
+$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.43%
2 Financials 13.19%
3 Healthcare 9.79%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
THO icon
576
Thor Industries
THO
$4.33B
$52.7K ﹤0.01%
508
BSJT icon
577
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$465M
$52.4K ﹤0.01%
2,430
+2,000
IUSB icon
578
iShares Core Universal USD Bond ETF
IUSB
$35.6B
$51.9K ﹤0.01%
1,112
IUS icon
579
Invesco RAFI Strategic US ETF
IUS
$714M
$51.9K ﹤0.01%
940
MKC icon
580
McCormick & Company Non-Voting
MKC
$15.4B
$51.7K ﹤0.01%
773
EQIX icon
581
Equinix
EQIX
$95.5B
$50.9K ﹤0.01%
65
CEG icon
582
Constellation Energy
CEG
$109B
$50.8K ﹤0.01%
155
+1
DASH icon
583
DoorDash
DASH
$70.3B
$50.3K ﹤0.01%
185
+135
ACHR icon
584
Archer Aviation
ACHR
$4.51B
$50.2K ﹤0.01%
5,244
+1,000
PKG icon
585
Packaging Corp of America
PKG
$19.1B
$49.7K ﹤0.01%
228
SEE icon
586
Sealed Air
SEE
$6.19B
$49.5K ﹤0.01%
+1,400
PPL icon
587
PPL Corp
PPL
$28.6B
$49.2K ﹤0.01%
1,325
NVG icon
588
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.73B
$49.2K ﹤0.01%
4,000
FIX icon
589
Comfort Systems
FIX
$48.3B
$48.7K ﹤0.01%
59
PWR icon
590
Quanta Services
PWR
$84.8B
$48.5K ﹤0.01%
117
IGM icon
591
iShares Expanded Tech Sector ETF
IGM
$8.1B
$48.4K ﹤0.01%
384
GIS icon
592
General Mills
GIS
$21B
$47.8K ﹤0.01%
948
+3
KBR icon
593
KBR
KBR
$4.65B
$47.3K ﹤0.01%
1,000
-250
KHC icon
594
Kraft Heinz
KHC
$26.4B
$47.1K ﹤0.01%
1,810
-227
CDNS icon
595
Cadence Design Systems
CDNS
$80.1B
$47.1K ﹤0.01%
134
HEI.A icon
596
HEICO Corp Class A
HEI.A
$31.1B
$47K ﹤0.01%
185
AME icon
597
Ametek
AME
$49.4B
$46.8K ﹤0.01%
249
MAC icon
598
Macerich
MAC
$4.79B
$46.8K ﹤0.01%
2,570
FRA icon
599
BlackRock Floating Rate Income Strategies Fund
FRA
$389M
$46.7K ﹤0.01%
3,600
-355
DAR icon
600
Darling Ingredients
DAR
$8.93B
$46.3K ﹤0.01%
1,500
-500
22 23
24
25 26