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
$1.23B
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 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XSMO icon
1051
Invesco S&P SmallCap Momentum ETF
XSMO
$2.26B
– –
-84
XMHQ icon
1052
Invesco S&P MidCap Quality ETF
XMHQ
$5.02B
– –
-3
WFRD icon
1053
Weatherford International
WFRD
$6.1B
– –
-67
VTWO icon
1054
Vanguard Russell 2000 ETF
VTWO
$13.8B
– –
-277
VST icon
1055
Vistra
VST
$53.8B
– –
-200
SPFF icon
1056
Global X SuperIncome Preferred ETF
SPFF
$124M
– –
-514
RWL icon
1057
Invesco S&P 500 Revenue ETF
RWL
$7.99B
– –
-90
QQQX icon
1058
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.37B
– –
-200
PTBD icon
1059
Pacer Trendpilot US Bond ETF
PTBD
$103M
– –
-244
PNFP icon
1060
Pinnacle Financial Partners Inc
PNFP
$12.6B
– –
-148
PENN icon
1061
PENN Entertainment
PENN
$1.94B
– –
-300
PDBC icon
1062
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.3B
– –
-403
NVDY icon
1063
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.35B
– –
-200
NUAG icon
1064
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$72.5M
– –
-232
NICE icon
1065
Nice
NICE
$7.03B
– –
-150
MSM icon
1066
MSC Industrial Direct
MSM
$5.04B
– –
-32
MOS icon
1067
The Mosaic Company
MOS
$9.96B
– –
-550
K
1068
DELISTED
Kellanova
K
– –
-41,942
IYLD icon
1069
iShares Morningstar Multi-Asset Income ETF
IYLD
$128M
– –
-371
IWO icon
1070
iShares Russell 2000 Growth ETF
IWO
$12.3B
– –
-16
IPG
1071
DELISTED
Interpublic Group of Companies
IPG
– –
-25
HISF icon
1072
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$87M
– –
-110
FSK icon
1073
FS KKR Capital
FSK
$2.87B
– –
-2,500
FELV icon
1074
Fidelity Enhanced Large Cap Value ETF
FELV
$2.69B
– –
-335
FALN icon
1075
iShares Fallen Angels USD Bond ETF
FALN
$1.71B
– –
-530
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