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
SOLV icon
801
Solventum
SOLV
$12.9B
$10.8K ﹤0.01%
136
AOS icon
802
A.O. Smith
AOS
$7.85B
$10.7K ﹤0.01%
160
PMO
803
Putnam Municipal Opportunities Trust
PMO
$285M
$10.7K ﹤0.01%
1,000
MIN
804
MFS Intermediate Income Trust
MIN
$281M
$10.4K ﹤0.01%
4,000
FWRD icon
805
Forward Air
FWRD
$276M
$10.4K ﹤0.01%
415
-15
UHS icon
806
Universal Health Services
UHS
$10.4B
$10.3K ﹤0.01%
47
CAVA icon
807
CAVA Group
CAVA
$8.42B
$10.3K ﹤0.01%
175
IBLC icon
808
iShares Blockchain and Tech ETF
IBLC
$97.7M
$10.2K ﹤0.01%
250
VAL icon
809
Valaris
VAL
$6.85B
$10.1K ﹤0.01%
200
MQT
810
DELISTED
BlackRock MuniYield Quality Fund II
MQT
$10.1K ﹤0.01%
1,000
FTI icon
811
TechnipFMC
FTI
$29B
$10K ﹤0.01%
225
+25
FBIN icon
812
Fortune Brands Innovations
FBIN
$4.27B
$10K ﹤0.01%
200
RJF icon
813
Raymond James Financial
RJF
$30B
$9.8K ﹤0.01%
61
WCC icon
814
WESCO International
WCC
$17.6B
$9.79K ﹤0.01%
40
PEJ icon
815
Invesco Leisure and Entertainment ETF
PEJ
$233M
$9.71K ﹤0.01%
158
RVTY icon
816
Revvity
RVTY
$10.6B
$9.68K ﹤0.01%
100
-200
RMD icon
817
ResMed
RMD
$29.4B
$9.63K ﹤0.01%
40
EPP icon
818
iShares MSCI Pacific ex Japan ETF
EPP
$2.16B
$9.54K ﹤0.01%
189
PSKY
819
Paramount Skydance Corp
PSKY
$11.7B
$9.51K ﹤0.01%
710
STE icon
820
Steris
STE
$20.7B
$9.38K ﹤0.01%
37
TIP icon
821
iShares TIPS Bond ETF
TIP
$15B
$9.37K ﹤0.01%
85
+1
FITB
822
Fifth Third Bancorp
FITB
$42.8B
$9.36K ﹤0.01%
200
BSJQ icon
823
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.07B
$9.34K ﹤0.01%
400
TDIV icon
824
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.25B
$9.3K ﹤0.01%
96
-43
LBRT icon
825
Liberty Energy
LBRT
$5.46B
$9.23K ﹤0.01%
500
31 32
33
34 35