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
ETG
626
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.76B
$38.9K ﹤0.01%
1,683
BLDR icon
627
Builders FirstSource
BLDR
$7.78B
$38.6K ﹤0.01%
375
CHH icon
628
Choice Hotels
CHH
$4.87B
$38.6K ﹤0.01%
405
EXPO icon
629
Exponent
EXPO
$2.65B
$38.5K ﹤0.01%
555
AN icon
630
AutoNation
AN
$6.4B
$38K ﹤0.01%
184
FELC icon
631
Fidelity Enhanced Large Cap Core ETF
FELC
$7.35B
$37.9K ﹤0.01%
+994
SPIB icon
632
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.3B
$37.9K ﹤0.01%
1,121
RWJ icon
633
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.78B
$37.9K ﹤0.01%
777
SPEM icon
634
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
$37.4K ﹤0.01%
800
OBDC icon
635
Blue Owl Capital
OBDC
$5.54B
$37.3K ﹤0.01%
3,000
EDIV icon
636
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.23B
$37.2K ﹤0.01%
950
GILD icon
637
Gilead Sciences
GILD
$165B
$36.8K ﹤0.01%
300
CP icon
638
Canadian Pacific Kansas City
CP
$76B
$36.8K ﹤0.01%
500
UFOX
639
Defiance Connective Technologies ETF
UFOX
$974M
$36.7K ﹤0.01%
575
ARE icon
640
Alexandria Real Estate Equities
ARE
$8.24B
$36.7K ﹤0.01%
749
-1,436
HR icon
641
Healthcare Realty
HR
$7.06B
$36.6K ﹤0.01%
2,159
-115
PFG icon
642
Principal Financial Group
PFG
$21.7B
$36.5K ﹤0.01%
414
FXH icon
643
First Trust Health Care AlphaDEX Fund
FXH
$884M
$36.4K ﹤0.01%
320
APH icon
644
Amphenol
APH
$153B
$36.2K ﹤0.01%
268
IEO icon
645
iShares US Oil & Gas Exploration & Production ETF
IEO
$564M
$36.1K ﹤0.01%
404
A icon
646
Agilent Technologies
A
$31.9B
$36.1K ﹤0.01%
265
CHCT
647
Community Healthcare Trust
CHCT
$486M
$36.1K ﹤0.01%
2,196
-35
DAR icon
648
Darling Ingredients
DAR
$9.89B
$36K ﹤0.01%
1,000
-500
MYI icon
649
BlackRock MuniYield Quality Fund III
MYI
$724M
$35.6K ﹤0.01%
3,275
ICOW icon
650
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.86B
$35.3K ﹤0.01%
912
24 25
26
27 28