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
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$938K
3
+$918K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$838K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$834K

Top Sells

1
+$1.31M
2
+$859K
3
+$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.43%
2 Financials 13.19%
3 Healthcare 9.79%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDIV icon
676
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$932M
$29.7K ﹤0.01%
570
XLC icon
677
State Street Communication Services Select Sector SPDR ETF
XLC
$26.1B
$29.6K ﹤0.01%
250
-50
EEM icon
678
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$29.4K ﹤0.01%
550
-21
IBIT icon
679
iShares Bitcoin Trust
IBIT
$54.8B
$29.3K ﹤0.01%
450
+305
FWONA icon
680
Liberty Media Series A
FWONA
$19.4B
$28.6K ﹤0.01%
300
AON icon
681
Aon
AON
$67.7B
$28.5K ﹤0.01%
80
DDOG icon
682
Datadog
DDOG
$45B
$28.5K ﹤0.01%
200
XLB icon
683
State Street Materials Select Sector SPDR ETF
XLB
$6.83B
$28.2K ﹤0.01%
630
LQD icon
684
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.6B
$28.2K ﹤0.01%
253
-9
DELL icon
685
Dell
DELL
$99.3B
$27.5K ﹤0.01%
194
FHN icon
686
First Horizon
FHN
$10.7B
$27.4K ﹤0.01%
1,214
GDDY icon
687
GoDaddy
GDDY
$10.8B
$27.4K ﹤0.01%
200
FRT icon
688
Federal Realty Investment Trust
FRT
$9.09B
$27.4K ﹤0.01%
270
KDP icon
689
Keurig Dr Pepper
KDP
$36.6B
$27.2K ﹤0.01%
1,067
-1,500
ISVL icon
690
iShares International Developed Small Cap Value Factor ETF
ISVL
$303M
$27.1K ﹤0.01%
600
VTWO icon
691
Vanguard Russell 2000 ETF
VTWO
$13.8B
$27.1K ﹤0.01%
277
+1
DAL icon
692
Delta Air Lines
DAL
$37.8B
$27K ﹤0.01%
476
-24
BBH icon
693
VanEck Biotech ETF
BBH
$370M
$26.5K ﹤0.01%
160
FPF
694
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.1B
$26.3K ﹤0.01%
1,375
RVTY icon
695
Revvity
RVTY
$9.48B
$26.3K ﹤0.01%
300
CC icon
696
Chemours
CC
$2.66B
$26.2K ﹤0.01%
1,654
-131
ITT icon
697
ITT
ITT
$16B
$25.9K ﹤0.01%
145
EOG icon
698
EOG Resources
EOG
$71.4B
$25.7K ﹤0.01%
230
-22
FV icon
699
First Trust Dorsey Wright Focus 5 ETF
FV
$3.31B
$25.1K ﹤0.01%
405
SCI icon
700
Service Corp International
SCI
$10.9B
$25K ﹤0.01%
300
26 27
28
29 30