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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
DRLL icon
651
Strive US Energy ETF
DRLL
$284M
$33.6K ﹤0.01%
850
EFG icon
652
iShares MSCI EAFE Growth ETF
EFG
$16.5B
$33.5K ﹤0.01%
301
ISCF icon
653
iShares International Small Cap Equity Factor ETF
ISCF
$641M
$33.4K ﹤0.01%
800
CNP icon
654
CenterPoint Energy
CNP
$27.8B
$33.2K ﹤0.01%
770
-59
DNP icon
655
DNP Select Income Fund
DNP
$4.05B
$33.2K ﹤0.01%
3,226
OBDC icon
656
Blue Owl Capital
OBDC
$5.54B
$33.2K ﹤0.01%
3,000
AIT icon
657
Applied Industrial Technologies
AIT
$11.8B
$33.2K ﹤0.01%
125
FAB icon
658
First Trust Multi Cap Value AlphaDEX Fund
FAB
$141M
$33.1K ﹤0.01%
+350
GPI icon
659
Group 1 Automotive
GPI
$3.87B
$33.1K ﹤0.01%
100
VCIT icon
660
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$32.4K ﹤0.01%
392
+25
IP icon
661
International Paper
IP
$18.5B
$32.2K ﹤0.01%
902
-836
ONC
662
BeOne Medicines Ltd
ONC
$27B
$32.1K ﹤0.01%
108
RDIV icon
663
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.09B
$31.7K ﹤0.01%
570
XLB icon
664
State Street Materials Select Sector SPDR ETF
XLB
$7.82B
$31.5K ﹤0.01%
630
EEM icon
665
iShares MSCI Emerging Markets ETF
EEM
$29.9B
$31.2K ﹤0.01%
550
BLDR icon
666
Builders FirstSource
BLDR
$8.45B
$30.9K ﹤0.01%
375
FRA icon
667
BlackRock Floating Rate Income Strategies Fund
FRA
$390M
$30.9K ﹤0.01%
2,800
XLC icon
668
State Street Communication Services Select Sector SPDR ETF
XLC
$24.1B
$30.5K ﹤0.01%
275
+25
DELL icon
669
Dell
DELL
$254B
$30.4K ﹤0.01%
185
-9
SDVY icon
670
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11B
$30.4K ﹤0.01%
+770
WS icon
671
Worthington Steel
WS
$2.21B
$30.3K ﹤0.01%
999
SMA
672
SmartStop Self Storage REIT
SMA
$1.79B
$30.3K ﹤0.01%
1,000
A icon
673
Agilent Technologies
A
$36.6B
$30.2K ﹤0.01%
265
IDCC icon
674
InterDigital
IDCC
$7.15B
$30.2K ﹤0.01%
+100
NUDM icon
675
Nuveen ESG International Developed Markets Equity ETF
NUDM
$688M
$30.2K ﹤0.01%
836
25 26
27
28 29