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
CAKE icon
901
Cheesecake Factory
CAKE
$3.07B
$5.14K ﹤0.01%
94
IWO icon
902
iShares Russell 2000 Growth ETF
IWO
$13.8B
$5.12K ﹤0.01%
16
-16
SW
903
Smurfit Westrock
SW
$20.9B
$5K ﹤0.01%
117
BHK icon
904
BlackRock Core Bond Trust
BHK
$664M
$4.97K ﹤0.01%
500
HISF icon
905
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$91.6M
$4.97K ﹤0.01%
+110
NUAG icon
906
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$92.4M
$4.93K ﹤0.01%
+232
PSA icon
907
Public Storage
PSA
$54.1B
$4.91K ﹤0.01%
17
PFF icon
908
iShares Preferred and Income Securities ETF
PFF
$14B
$4.88K ﹤0.01%
154
+1
PTBD icon
909
Pacer Trendpilot US Bond ETF
PTBD
$96M
$4.84K ﹤0.01%
+244
SPFF icon
910
Global X SuperIncome Preferred ETF
SPFF
$130M
$4.75K ﹤0.01%
+514
PSNY icon
911
Polestar Automotive Holding UK
PSNY
$1.66B
$4.7K ﹤0.01%
167
FCX icon
912
Freeport-McMoran
FCX
$87.6B
$4.67K ﹤0.01%
119
WFRD icon
913
Weatherford International
WFRD
$7.81B
$4.58K ﹤0.01%
+67
PRSU
914
Pursuit Attractions and Hospitality Inc
PRSU
$1.13B
$4.56K ﹤0.01%
126
CRL icon
915
Charles River Laboratories
CRL
$8.38B
$4.54K ﹤0.01%
29
-2
CF icon
916
CF Industries
CF
$18.6B
$4.49K ﹤0.01%
50
FF icon
917
Future Fuel
FF
$181M
$4.48K ﹤0.01%
1,155
+17
JKHY icon
918
Jack Henry & Associates
JKHY
$10.9B
$4.47K ﹤0.01%
30
PJT icon
919
PJT Partners
PJT
$3.69B
$4.44K ﹤0.01%
25
REM icon
920
iShares Mortgage Real Estate ETF
REM
$585M
$4.39K ﹤0.01%
200
FDS icon
921
Factset
FDS
$8.16B
$4.3K ﹤0.01%
15
-11
DIOD icon
922
Diodes
DIOD
$4.8B
$4.26K ﹤0.01%
80
-6
MPC icon
923
Marathon Petroleum
MPC
$66B
$4.24K ﹤0.01%
22
ONON icon
924
On Holding
ONON
$12B
$4.24K ﹤0.01%
100
FLR icon
925
Fluor
FLR
$6.9B
$4.21K ﹤0.01%
100
35 36
37
38 39