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
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$938K
3
+$918K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$838K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$834K

Top Sells

1
+$1.31M
2
+$859K
3
+$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.43%
2 Financials 13.19%
3 Healthcare 9.79%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LBTYA icon
851
Liberty Global Class A
LBTYA
$4.16B
$7.45K ﹤0.01%
650
-1,000
EINC icon
852
VanEck Energy Income ETF
EINC
$123M
$7.44K ﹤0.01%
75
NUSC icon
853
Nuveen ESG Small-Cap ETF
NUSC
$1.14B
$7.37K ﹤0.01%
167
NEM icon
854
Newmont
NEM
$125B
$7.33K ﹤0.01%
87
VIOO icon
855
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.3B
$7.33K ﹤0.01%
66
FDIQ
856
Invesco Exchange-Traded Fund Trust II Invesco Bloomberg Financial Data Providers ETF
FDIQ
$52.5M
$7.28K ﹤0.01%
120
SPHD icon
857
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.28B
$7.28K ﹤0.01%
+147
WCN icon
858
Waste Connections
WCN
$42.7B
$7.21K ﹤0.01%
41
QLYS icon
859
Qualys
QLYS
$3.46B
$7.01K ﹤0.01%
53
-8
PLUG icon
860
Plug Power
PLUG
$3.08B
$6.99K ﹤0.01%
3,000
-2,400
NNE
861
Nano Nuclear Energy
NNE
$1.24B
$6.94K ﹤0.01%
180
PRI icon
862
Primerica
PRI
$7.89B
$6.94K ﹤0.01%
25
LEN icon
863
Lennar Class A
LEN
$22.9B
$6.93K ﹤0.01%
55
GPK icon
864
Graphic Packaging
GPK
$2.9B
$6.85K ﹤0.01%
350
SYNA icon
865
Synaptics
SYNA
$2.88B
$6.83K ﹤0.01%
100
QDF icon
866
FlexShares Quality Dividend Index Fund
QDF
$2B
$6.83K ﹤0.01%
86
AA icon
867
Alcoa
AA
$17.4B
$6.8K ﹤0.01%
207
+1
VRSK icon
868
Verisk Analytics
VRSK
$27.3B
$6.79K ﹤0.01%
27
XRAY icon
869
Dentsply Sirona
XRAY
$2.36B
$6.76K ﹤0.01%
533
LDOS icon
870
Leidos
LDOS
$22B
$6.61K ﹤0.01%
35
SAIA icon
871
Saia
SAIA
$8.42B
$6.59K ﹤0.01%
22
-2
EQR icon
872
Equity Residential
EQR
$22.8B
$6.47K ﹤0.01%
100
NEAR icon
873
iShares Short Maturity Bond ETF
NEAR
$4.15B
$6.43K ﹤0.01%
125
TOL icon
874
Toll Brothers
TOL
$13.1B
$6.23K ﹤0.01%
45
XSMO icon
875
Invesco S&P SmallCap Momentum ETF
XSMO
$2.26B
$6.18K ﹤0.01%
+84
33 34
35
36 37