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
$1.23B
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 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GUT
676
Gabelli Utility Trust
GUT
$520M
$30.1K ﹤0.01%
5,000
EEM icon
677
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$30.1K ﹤0.01%
550
FMDE icon
678
Fidelity Enhanced Mid Cap ETF
FMDE
$5.17B
$29.8K ﹤0.01%
+818
RDIV icon
679
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$932M
$29.7K ﹤0.01%
570
HMC icon
680
Honda
HMC
$33.4B
$29.5K ﹤0.01%
1,000
XLC icon
681
State Street Communication Services Select Sector SPDR ETF
XLC
$25.9B
$29.4K ﹤0.01%
250
NULG icon
682
Nuveen ESG Large-Cap Growth ETF
NULG
$2.17B
$29.3K ﹤0.01%
300
-359
YUMC icon
683
Yum China
YUMC
$18.6B
$29.1K ﹤0.01%
610
-200
PANW icon
684
Palo Alto Networks
PANW
$136B
$29.1K ﹤0.01%
158
+1
FHN icon
685
First Horizon
FHN
$10.5B
$29K ﹤0.01%
1,214
XLB icon
686
State Street Materials Select Sector SPDR ETF
XLB
$6.76B
$28.6K ﹤0.01%
630
ISVL icon
687
iShares International Developed Small Cap Value Factor ETF
ISVL
$298M
$28.5K ﹤0.01%
600
BEN icon
688
Franklin Resources
BEN
$12.6B
$28.4K ﹤0.01%
1,190
-285
AON icon
689
Aon
AON
$68.9B
$28.2K ﹤0.01%
80
FRT icon
690
Federal Realty Investment Trust
FRT
$9.01B
$27.2K ﹤0.01%
270
DDOG icon
691
Datadog
DDOG
$44.1B
$27.2K ﹤0.01%
200
FWONA icon
692
Liberty Media Series A
FWONA
$19.2B
$26.8K ﹤0.01%
300
NSIT icon
693
Insight Enterprises
NSIT
$2.51B
$26.5K ﹤0.01%
325
+50
IWY icon
694
iShares Russell Top 200 Growth ETF
IWY
$15.1B
$26.3K ﹤0.01%
95
-47
EXEL icon
695
Exelixis
EXEL
$10.7B
$26.3K ﹤0.01%
600
IBIT icon
696
iShares Bitcoin Trust
IBIT
$55.3B
$26.1K ﹤0.01%
525
+75
FPF
697
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.1B
$25.6K ﹤0.01%
1,375
FV icon
698
First Trust Dorsey Wright Focus 5 ETF
FV
$3.3B
$25.5K ﹤0.01%
405
JHMM icon
699
John Hancock Multifactor Mid Cap ETF
JHMM
$4.8B
$25.2K ﹤0.01%
385
ITT icon
700
ITT
ITT
$16.1B
$25.2K ﹤0.01%
145
26 27
28
29 30