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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHCT
626
Community Healthcare Trust
CHCT
$409M
$36K ﹤0.01%
2,163
+62
RSPU icon
627
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$491M
$35.8K ﹤0.01%
503
-62
IEO icon
628
iShares US Oil & Gas Exploration & Production ETF
IEO
$449M
$35.8K ﹤0.01%
404
ETG
629
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.67B
$35.2K ﹤0.01%
1,683
ES icon
630
Eversource Energy
ES
$27.4B
$34.7K ﹤0.01%
546
+300
SMB icon
631
VanEck Short Muni ETF
SMB
$286M
$34.5K ﹤0.01%
+2,000
MYI icon
632
BlackRock MuniYield Quality Fund III
MYI
$730M
$34.4K ﹤0.01%
3,275
SPEM icon
633
SPDR Portfolio Emerging Markets ETF
SPEM
$14.9B
$34.2K ﹤0.01%
800
EFG icon
634
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$33.7K ﹤0.01%
301
IWX icon
635
iShares Russell Top 200 Value ETF
IWX
$2.88B
$33.7K ﹤0.01%
400
RWJ icon
636
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.6B
$33.6K ﹤0.01%
777
GILD icon
637
Gilead Sciences
GILD
$147B
$33.3K ﹤0.01%
300
FXH icon
638
First Trust Health Care AlphaDEX Fund
FXH
$938M
$33.2K ﹤0.01%
320
NU icon
639
Nu Holdings
NU
$77.8B
$32.9K ﹤0.01%
2,400
PFG icon
640
Principal Financial Group
PFG
$18.2B
$32.9K ﹤0.01%
414
XLC icon
641
The Communication Services Select Sector SPDR Fund
XLC
$27.8B
$32.6K ﹤0.01%
300
MFIC icon
642
MidCap Financial Investment
MFIC
$1.14B
$32.5K ﹤0.01%
2,577
IQLT icon
643
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
$32.4K ﹤0.01%
750
PANW icon
644
Palo Alto Networks
PANW
$147B
$31.9K ﹤0.01%
156
-100
TSN icon
645
Tyson Foods
TSN
$18B
$31.7K ﹤0.01%
567
FIX icon
646
Comfort Systems
FIX
$35.6B
$31.6K ﹤0.01%
59
-35
DNP icon
647
DNP Select Income Fund
DNP
$3.79B
$31.6K ﹤0.01%
3,226
NVT icon
648
nVent Electric
NVT
$17.1B
$31.5K ﹤0.01%
430
-148
BSJS icon
649
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$473M
$31.4K ﹤0.01%
1,425
+1,000
FNX icon
650
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.18B
$31.4K ﹤0.01%
273
24 25
26
27 28