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
SEIC icon
751
SEI Investments
SEIC
$11.1B
$16.4K ﹤0.01%
200
PCG.PRX
752
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.35B
$16.4K ﹤0.01%
400
IYM icon
753
iShares US Basic Materials ETF
IYM
$1.7B
$16.2K ﹤0.01%
105
MUSA icon
754
Murphy USA
MUSA
$10.9B
$16.1K ﹤0.01%
40
EQT icon
755
EQT Corp
EQT
$35B
$16.1K ﹤0.01%
300
-500
SPXC icon
756
SPX Corp
SPXC
$10.2B
$16K ﹤0.01%
80
NUKZ icon
757
Range Nuclear Renaissance Index ETF
NUKZ
$851M
$15.9K ﹤0.01%
250
TTC icon
758
Toro Company
TTC
$8.82B
$15.7K ﹤0.01%
200
ITA icon
759
iShares US Aerospace & Defense ETF
ITA
$13.9B
$15.5K ﹤0.01%
72
CNR
760
Core Natural Resources Inc
CNR
$4.15B
$15.5K ﹤0.01%
175
AAL icon
761
American Airlines Group
AAL
$8.41B
$15.3K ﹤0.01%
1,000
EMB icon
762
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.2B
$15.2K ﹤0.01%
158
MSCI icon
763
MSCI
MSCI
$41.6B
$14.9K ﹤0.01%
26
-3
FTV icon
764
Fortive
FTV
$18.1B
$14.9K ﹤0.01%
269
PAYC icon
765
Paycom
PAYC
$6.29B
$14.7K ﹤0.01%
92
IAI icon
766
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.51B
$14.5K ﹤0.01%
81
ALB icon
767
Albemarle
ALB
$23.7B
$14.4K ﹤0.01%
102
EAT icon
768
Brinker International
EAT
$5.42B
$14.4K ﹤0.01%
100
CBOE icon
769
Cboe Global Markets
CBOE
$38.4B
$14.3K ﹤0.01%
57
AHCO icon
770
AdaptHealth
AHCO
$1.47B
$14.1K ﹤0.01%
1,415
EAF icon
771
GrafTech
EAF
$241M
$14K ﹤0.01%
901
-100
IVOV icon
772
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.25B
$13.9K ﹤0.01%
138
WAB icon
773
Wabtec
WAB
$44.9B
$13.9K ﹤0.01%
65
CASY icon
774
Casey's General Stores
CASY
$32.8B
$13.8K ﹤0.01%
25
CW icon
775
Curtiss-Wright
CW
$27.7B
$13.8K ﹤0.01%
25
29 30
31
32 33