AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.04M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1
+$20.2M
2
+$1.22M
3
+$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITA icon
776
iShares US Aerospace & Defense ETF
ITA
$11.8B
$11K ﹤0.01%
72
FNDC icon
777
Schwab Fundamental International Small Company Index ETF
FNDC
$2.99B
$10.9K ﹤0.01%
300
SU icon
778
Suncor Energy
SU
$48.3B
$10.8K ﹤0.01%
280
MIN
779
MFS Intermediate Income Trust
MIN
$297M
$10.8K ﹤0.01%
4,000
SXC icon
780
SunCoke Energy
SXC
$678M
$10.6K ﹤0.01%
1,153
+15
TTD icon
781
Trade Desk
TTD
$24.6B
$10.4K ﹤0.01%
190
-830
SOLV icon
782
Solventum
SOLV
$12B
$10.3K ﹤0.01%
136
GAP
783
The Gap Inc
GAP
$8.48B
$10.3K ﹤0.01%
500
SPXC icon
784
SPX Corp
SPXC
$11.1B
$10.3K ﹤0.01%
80
APO icon
785
Apollo Global Management
APO
$71.1B
$10.3K ﹤0.01%
75
RGP icon
786
Resources Connection
RGP
$147M
$10.3K ﹤0.01%
1,570
+10
SHY icon
787
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$10.3K ﹤0.01%
124
-150
TDIV icon
788
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.81B
$10.2K ﹤0.01%
139
PMO
789
Putnam Municipal Opportunities Trust
PMO
$291M
$10.2K ﹤0.01%
1,000
VRSN icon
790
VeriSign
VRSN
$22.2B
$10.2K ﹤0.01%
40
MQT icon
791
BlackRock MuniYield Quality Fund II
MQT
$222M
$10K ﹤0.01%
1,000
RYN icon
792
Rayonier
RYN
$3.4B
$9.95K ﹤0.01%
357
+17
VTEB icon
793
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$9.92K ﹤0.01%
+200
OXY icon
794
Occidental Petroleum
OXY
$40.6B
$9.87K ﹤0.01%
200
NJR icon
795
New Jersey Resources
NJR
$4.45B
$9.81K ﹤0.01%
200
FLMI icon
796
Franklin Dynamic Municipal Bond ETF
FLMI
$960M
$9.78K ﹤0.01%
+400
TTWO icon
797
Take-Two Interactive
TTWO
$47.3B
$9.74K ﹤0.01%
47
AMTM
798
Amentum Holdings
AMTM
$5.45B
$9.55K ﹤0.01%
525
-400
NUKZ icon
799
Range Nuclear Renaissance Index ETF
NUKZ
$671M
$9.53K ﹤0.01%
+250
TIP icon
800
iShares TIPS Bond ETF
TIP
$13.9B
$9.33K ﹤0.01%
84
-200
30 31
32
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