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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
AVDX
1051
DELISTED
AvidXchange
AVDX
– –
-300
BBY icon
1052
Best Buy
BBY
$15.8B
– –
0
BIPC icon
1053
Brookfield Infrastructure
BIPC
$4.87B
– –
-249
BSCP
1054
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-418
CAKE icon
1055
Cheesecake Factory
CAKE
$3.84B
– –
-94
CLF icon
1056
Cleveland-Cliffs
CLF
$7B
– –
-2,000
COHR icon
1057
Coherent
COHR
$76.2B
– –
-51
COIN icon
1058
Coinbase
COIN
$43B
– –
0
ECPG icon
1059
Encore Capital Group
ECPG
$1.78B
– –
-20
FALN icon
1060
iShares Fallen Angels USD Bond ETF
FALN
$1.62B
– –
-530
FELV icon
1061
Fidelity Enhanced Large Cap Value ETF
FELV
$3.11B
– –
-335
FSK icon
1062
FS KKR Capital
FSK
$2.88B
– –
-2,500
HISF icon
1063
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$97.8M
– –
-110
IPG
1064
DELISTED
Interpublic Group of Companies
IPG
– –
-25
IWO icon
1065
iShares Russell 2000 Growth ETF
IWO
$15.1B
– –
-16
IYLD icon
1066
iShares Morningstar Multi-Asset Income ETF
IYLD
$128M
– –
-371
K
1067
DELISTED
Kellanova
K
– –
-41,942
MOS icon
1068
The Mosaic Company
MOS
$7.28B
– –
-550
MSM icon
1069
MSC Industrial Direct
MSM
$6.62B
– –
-32
NICE icon
1070
Nice
NICE
$4.96B
– –
-150
NUAG icon
1071
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$96.1M
– –
-232
NVDY icon
1072
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.44B
– –
-200
PDBC icon
1073
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.68B
– –
-403
PENN icon
1074
PENN Entertainment
PENN
$2.85B
– –
-300
PNFP icon
1075
Pinnacle Financial Partners Inc
PNFP
$14.5B
– –
-148
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