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
BFLY icon
901
Butterfly Network
BFLY
$1.08B
$4.56K ﹤0.01%
1,200
SW
902
Smurfit Westrock
SW
$21.3B
$4.54K ﹤0.01%
117
NUSC icon
903
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$4.51K ﹤0.01%
101
-66
RAL
904
Ralliant Corp
RAL
$6.8B
$4.48K ﹤0.01%
88
REM icon
905
iShares Mortgage Real Estate ETF
REM
$553M
$4.44K ﹤0.01%
200
PSA icon
906
Public Storage
PSA
$53.6B
$4.41K ﹤0.01%
17
FDS icon
907
Factset
FDS
$7.3B
$4.35K ﹤0.01%
15
POOL icon
908
Pool Corp
POOL
$6.44B
$4.35K ﹤0.01%
19
-50
NNE
909
Nano Nuclear Energy
NNE
$1.43B
$4.32K ﹤0.01%
180
CELH icon
910
Celsius Holdings
CELH
$7.28B
$4.25K ﹤0.01%
93
+3
PRSU
911
Pursuit Attractions and Hospitality Inc
PRSU
$1.16B
$4.24K ﹤0.01%
126
PJT icon
912
PJT Partners
PJT
$3.97B
$4.18K ﹤0.01%
25
TLT icon
913
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
$4.08K ﹤0.01%
47
+1
HLN icon
914
Haleon
HLN
$39.9B
$4.04K ﹤0.01%
400
TSN icon
915
Tyson Foods
TSN
$23.5B
$4.01K ﹤0.01%
68
-500
CATO icon
916
Cato Corp
CATO
$56.7M
$4.01K ﹤0.01%
1,297
NUV icon
917
Nuveen Municipal Value Fund
NUV
$1.9B
$4.01K ﹤0.01%
442
+3
FLR icon
918
Fluor
FLR
$6.33B
$3.96K ﹤0.01%
100
DIOD icon
919
Diodes
DIOD
$4.74B
$3.95K ﹤0.01%
80
RIVN icon
920
Rivian
RIVN
$19.4B
$3.94K ﹤0.01%
200
CF icon
921
CF Industries
CF
$19.5B
$3.87K ﹤0.01%
50
CMPS
922
Compass Pathways
CMPS
$1.44B
$3.79K ﹤0.01%
550
FF icon
923
Future Fuel
FF
$175M
$3.75K ﹤0.01%
1,175
+20
ARTY
924
iShares Future AI & Tech ETF
ARTY
$3.24B
$3.61K ﹤0.01%
75
WST icon
925
West Pharmaceutical
WST
$21.4B
$3.58K ﹤0.01%
13
35 36
37
38 39