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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.04M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1
+$20.2M
2
+$1.22M
3
+$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AN icon
651
AutoNation
AN
$7.14B
$29.8K ﹤0.01%
184
IQLT icon
652
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
$29.8K ﹤0.01%
750
-25
FNX icon
653
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.16B
$29.8K ﹤0.01%
273
ONC
654
BeOne Medicines Ltd
ONC
$33.9B
$29.4K ﹤0.01%
108
XLC icon
655
The Communication Services Select Sector SPDR Fund
XLC
$27.3B
$28.9K ﹤0.01%
300
BSJR icon
656
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$607M
$28.9K ﹤0.01%
1,290
PNC icon
657
PNC Financial Services
PNC
$71.5B
$28.8K ﹤0.01%
164
ICOW icon
658
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.33B
$28.6K ﹤0.01%
910
+3
JKHY icon
659
Jack Henry & Associates
JKHY
$10.9B
$28.3K ﹤0.01%
155
CNH
660
CNH Industrial
CNH
$13B
$28.2K ﹤0.01%
2,300
RDIV icon
661
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$840M
$27.8K ﹤0.01%
570
MAA icon
662
Mid-America Apartment Communities
MAA
$15.1B
$27.8K ﹤0.01%
166
HMC icon
663
Honda
HMC
$40.3B
$27.1K ﹤0.01%
1,000
XLB icon
664
Materials Select Sector SPDR Fund
XLB
$5.32B
$27.1K ﹤0.01%
315
ISCF icon
665
iShares International Small Cap Equity Factor ETF
ISCF
$494M
$26.9K ﹤0.01%
800
GUT
666
Gabelli Utility Trust
GUT
$538M
$26.7K ﹤0.01%
5,000
FRT icon
667
Federal Realty Investment Trust
FRT
$8.18B
$26.4K ﹤0.01%
270
FTAI icon
668
FTAI Aviation
FTAI
$19.2B
$26.1K ﹤0.01%
235
VV icon
669
Vanguard Large-Cap ETF
VV
$47.1B
$25.7K ﹤0.01%
100
SNRE
670
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$25.6K ﹤0.01%
530
WS icon
671
Worthington Steel
WS
$1.6B
$25.3K ﹤0.01%
999
FPF
672
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.15B
$25.3K ﹤0.01%
1,375
BBH icon
673
VanEck Biotech ETF
BBH
$389M
$25.2K ﹤0.01%
160
EEM icon
674
iShares MSCI Emerging Markets ETF
EEM
$21.1B
$25K ﹤0.01%
571
NU icon
675
Nu Holdings
NU
$77.6B
$24.6K ﹤0.01%
2,400
25 26
27
28 29