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
GSY icon
776
Invesco Ultra Short Duration ETF
GSY
$3.45B
$13.7K ﹤0.01%
273
+2
FN icon
777
Fabrinet
FN
$18.5B
$13.7K ﹤0.01%
30
VNOM icon
778
Viper Energy
VNOM
$7.83B
$13.5K ﹤0.01%
350
SCZ icon
779
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$13.4K ﹤0.01%
173
+131
ALC icon
780
Alcon
ALC
$37.8B
$13.4K ﹤0.01%
170
FNDC icon
781
Schwab Fundamental International Small Company Index ETF
FNDC
$3.12B
$13.4K ﹤0.01%
300
IWP icon
782
iShares Russell Mid-Cap Growth ETF
IWP
$19.1B
$13.3K ﹤0.01%
97
-33
MFIC icon
783
MidCap Financial Investment
MFIC
$960M
$13.1K ﹤0.01%
1,145
-1,432
IMSR
784
Terrestrial Energy
IMSR
$545M
$12.8K ﹤0.01%
2,100
CHD icon
785
Church & Dwight Co
CHD
$23.3B
$12.8K ﹤0.01%
153
SOLS
786
Solstice Advanced Materials
SOLS
$11.6B
$12.7K ﹤0.01%
+262
VOOV icon
787
Vanguard S&P 500 Value ETF
VOOV
$6.03B
$12.7K ﹤0.01%
62
SU icon
788
Suncor Energy
SU
$71.3B
$12.4K ﹤0.01%
280
RRC icon
789
Range Resources
RRC
$10.1B
$12.3K ﹤0.01%
350
CCI icon
790
Crown Castle
CCI
$37.7B
$12.3K ﹤0.01%
138
-70
ABR icon
791
Arbor Realty Trust
ABR
$1.51B
$12.1K ﹤0.01%
1,561
+49
TTWO icon
792
Take-Two Interactive
TTWO
$38.9B
$12K ﹤0.01%
47
NUEM icon
793
Nuveen ESG Emerging Markets Equity ETF
NUEM
$336M
$12K ﹤0.01%
338
-282
SOFI icon
794
SoFi Technologies
SOFI
$22.9B
$12K ﹤0.01%
458
+441
COKE icon
795
Coca-Cola Consolidated
COKE
$14.1B
$11.5K ﹤0.01%
+75
XYZ
796
Block Inc
XYZ
$36.5B
$11.3K ﹤0.01%
173
SFST icon
797
Southern First Bancshares
SFST
$428M
$11.2K ﹤0.01%
218
KYN icon
798
Kayne Anderson Energy Infrastructure Fund
KYN
$2.38B
$11.1K ﹤0.01%
900
WTS icon
799
Watts Water Technologies
WTS
$10.1B
$11K ﹤0.01%
40
AA icon
800
Alcoa
AA
$17.1B
$11K ﹤0.01%
207
30 31
32
33 34