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
VIS icon
101
Vanguard Industrials ETF
VIS
$7.04B
$3.17M 0.26%
10,711
+334
SCHW icon
102
Charles Schwab
SCHW
$160B
$3.14M 0.26%
32,857
+1,521
VGSH icon
103
Vanguard Short-Term Treasury ETF
VGSH
$27.9B
$3.12M 0.26%
53,094
-1,875
CSX icon
104
CSX Corp
CSX
$72.9B
$3.11M 0.26%
87,457
UNM icon
105
Unum
UNM
$11.9B
$3.07M 0.25%
39,533
AXP icon
106
American Express
AXP
$207B
$3.04M 0.25%
9,149
+173
VNQ icon
107
Vanguard Real Estate ETF
VNQ
$35.6B
$2.99M 0.25%
32,668
-656
TROW icon
108
T. Rowe Price
TROW
$19.2B
$2.91M 0.24%
28,362
-138
UPS icon
109
United Parcel Service
UPS
$83.1B
$2.89M 0.24%
34,585
-3,272
VLO icon
110
Valero Energy
VLO
$70.5B
$2.85M 0.24%
16,763
-370
TMO icon
111
Thermo Fisher Scientific
TMO
$177B
$2.84M 0.24%
5,858
-38
CGGR icon
112
Capital Group Growth ETF
CGGR
$19.7B
$2.8M 0.23%
63,652
VIG icon
113
Vanguard Dividend Appreciation ETF
VIG
$101B
$2.75M 0.23%
12,739
-49
RTX icon
114
RTX Corp
RTX
$273B
$2.73M 0.23%
16,335
+82
ISRG icon
115
Intuitive Surgical
ISRG
$170B
$2.7M 0.22%
6,043
+425
PEP icon
116
PepsiCo
PEP
$217B
$2.7M 0.22%
19,231
-2,254
ADM icon
117
Archer Daniels Midland
ADM
$34.9B
$2.67M 0.22%
44,697
-2,198
DG icon
118
Dollar General
DG
$29.9B
$2.66M 0.22%
25,736
-539
AMAT icon
119
Applied Materials
AMAT
$268B
$2.6M 0.22%
12,694
+10
ELV icon
120
Elevance Health
ELV
$63.5B
$2.55M 0.21%
7,888
+1,010
MTBA icon
121
Simplify MBS ETF
MTBA
$1.69B
$2.52M 0.21%
49,995
+7,782
VDC icon
122
Vanguard Consumer Staples ETF
VDC
$7.92B
$2.5M 0.21%
11,712
+715
IBM icon
123
IBM
IBM
$232B
$2.41M 0.2%
8,557
+539
PYPL icon
124
PayPal
PYPL
$40.8B
$2.41M 0.2%
35,982
-906
PFE icon
125
Pfizer
PFE
$153B
$2.41M 0.2%
94,677
-14,475
3 4
5
6 7