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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
$1.23B
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 15.82%
2 Financials 13.85%
3 Healthcare 10.23%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBSI icon
726
United Bankshares
UBSI
$6.37B
$20.8K ﹤0.01%
542
VGIT icon
727
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.2B
$20.3K ﹤0.01%
339
+4
MLPX icon
728
Global X MLP & Energy Infrastructure ETF
MLPX
$3.55B
$20.3K ﹤0.01%
335
DPST icon
729
Direxion Daily Regional Banks Bull 3X ETF
DPST
$469M
$20.2K ﹤0.01%
200
DXYZ
730
Destiny Tech100
DXYZ
$768M
$19.6K ﹤0.01%
640
CFFI icon
731
C&F Financial
CFFI
$280M
$19.5K ﹤0.01%
268
ARKK icon
732
ARK Innovation ETF
ARKK
$6.53B
$19.2K ﹤0.01%
250
TJX icon
733
TJX Companies
TJX
$172B
$19K ﹤0.01%
124
BB icon
734
BlackBerry
BB
$6.68B
$18.9K ﹤0.01%
5,000
CC icon
735
Chemours
CC
$3.12B
$18.8K ﹤0.01%
1,591
-63
F icon
736
Ford
F
$56.3B
$18.6K ﹤0.01%
1,418
+4
HPF
737
John Hancock Preferred Income Fund II
HPF
$340M
$18.5K ﹤0.01%
1,153
LIT icon
738
Global X Lithium & Battery Tech ETF
LIT
$1.72B
$18.5K ﹤0.01%
285
EXE
739
Expand Energy Corp
EXE
$21.2B
$18.3K ﹤0.01%
166
+6
VONV icon
740
Vanguard Russell 1000 Value ETF
VONV
$20.2B
$17.9K ﹤0.01%
194
QYLD icon
741
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.14B
$17.7K ﹤0.01%
1,000
ICF icon
742
iShares Select U.S. REIT ETF
ICF
$2.1B
$17.6K ﹤0.01%
295
-2
CR icon
743
Crane Co
CR
$12.6B
$17.5K ﹤0.01%
95
VMBS icon
744
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$17.5K ﹤0.01%
371
MAR icon
745
Marriott International
MAR
$99.5B
$16.9K ﹤0.01%
55
-35
USHY icon
746
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.2B
$16.8K ﹤0.01%
449
+143
TXRH icon
747
Texas Roadhouse
TXRH
$12.9B
$16.6K ﹤0.01%
100
VTRS icon
748
Viatris
VTRS
$19B
$16.4K ﹤0.01%
1,320
+4
VNQI icon
749
Vanguard Global ex-US Real Estate ETF
VNQI
$3.42B
$16.4K ﹤0.01%
358
+11
JBL icon
750
Jabil
JBL
$37.8B
$16.4K ﹤0.01%
72
+9
28 29
30
31 32