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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
BBH icon
676
VanEck Biotech ETF
BBH
$366M
$30.1K ﹤0.01%
160
JHMM icon
677
John Hancock Multifactor Mid Cap ETF
JHMM
$5.64B
$30K ﹤0.01%
447
+62
VV icon
678
Vanguard Large-Cap ETF
VV
$51.8B
$29.9K ﹤0.01%
100
-74
USHY icon
679
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.1B
$29.8K ﹤0.01%
809
+360
KNG icon
680
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.37B
$29.8K ﹤0.01%
+611
YUMC icon
681
Yum China
YUMC
$15.1B
$29.8K ﹤0.01%
610
FMDE icon
682
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7B
$29.4K ﹤0.01%
818
ISVL icon
683
iShares International Developed Small Cap Value Factor ETF
ISVL
$324M
$28.9K ﹤0.01%
600
FRT icon
684
Federal Realty Investment Trust
FRT
$10.8B
$28.7K ﹤0.01%
270
KDP icon
685
Keurig Dr Pepper
KDP
$42.5B
$28.6K ﹤0.01%
1,085
+9
BEN icon
686
Franklin Resources
BEN
$16.5B
$28.5K ﹤0.01%
1,206
+16
IWR icon
687
iShares Russell Mid-Cap ETF
IWR
$55.1B
$28.4K ﹤0.01%
292
-123
DASH icon
688
DoorDash
DASH
$67.4B
$27.8K ﹤0.01%
185
USFD icon
689
US Foods
USFD
$20.1B
$27.7K ﹤0.01%
300
ITT icon
690
ITT
ITT
$16.5B
$27.6K ﹤0.01%
145
PANW icon
691
Palo Alto Networks
PANW
$228B
$27.4K ﹤0.01%
171
+13
MPWR icon
692
Monolithic Power Systems
MPWR
$78.1B
$27.3K ﹤0.01%
25
NULG icon
693
Nuveen ESG Large-Cap Growth ETF
NULG
$2.68B
$27.3K ﹤0.01%
300
BE icon
694
Bloom Energy
BE
$70.8B
$27.1K ﹤0.01%
+200
EXC icon
695
Exelon
EXC
$46.6B
$26.6K ﹤0.01%
542
+4
WAT icon
696
Waters Corp
WAT
$35.3B
$26.5K ﹤0.01%
+89
GNTX icon
697
Gentex
GNTX
$5.47B
$26.2K ﹤0.01%
+1,200
AON icon
698
Aon
AON
$71.6B
$25.8K ﹤0.01%
80
EXEL icon
699
Exelixis
EXEL
$13.4B
$25.7K ﹤0.01%
600
CNH
700
CNH Industrial
CNH
$12.8B
$25.3K ﹤0.01%
2,300
26 27
28
29 30