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
CFR icon
176
Cullen/Frost Bankers
CFR
$8.4B
$1.24M 0.1%
9,800
HDV
177
iShares Core High Dividend ETF
HDV
$13.3B
$1.23M 0.1%
10,130
-391
SHOP icon
178
Shopify
SHOP
$165B
$1.22M 0.1%
7,585
+3
EPD icon
179
Enterprise Products Partners
EPD
$79.1B
$1.19M 0.1%
37,141
+6
ITW icon
180
Illinois Tool Works
ITW
$76.6B
$1.17M 0.09%
4,733
-343
PLTR icon
181
Palantir
PLTR
$367B
$1.13M 0.09%
6,358
+984
NOW icon
182
ServiceNow
NOW
$118B
$1.13M 0.09%
7,355
+710
TEL icon
183
TE Connectivity
TEL
$58.1B
$1.13M 0.09%
4,950
-175
SPOT icon
184
Spotify
SPOT
$105B
$1.11M 0.09%
1,915
+156
VPU icon
185
Vanguard Utilities ETF
VPU
$8.65B
$1.11M 0.09%
5,992
-69
LRCX icon
186
Lam Research
LRCX
$262B
$1.1M 0.09%
6,426
+4,005
IJH icon
187
iShares Core S&P Mid-Cap ETF
IJH
$105B
$1.1M 0.09%
16,660
+1,312
CLX icon
188
Clorox
CLX
$13.1B
$1.1M 0.09%
10,860
+1,393
QDPL icon
189
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.43B
$1.07M 0.09%
25,258
+30
ALNY icon
190
Alnylam Pharmaceuticals
ALNY
$42.1B
$1.07M 0.09%
2,695
+446
SNPS icon
191
Synopsys
SNPS
$80.2B
$1.07M 0.09%
2,280
-102
KMI icon
192
Kinder Morgan
KMI
$74.2B
$1.07M 0.09%
38,914
-67
GEV icon
193
GE Vernova
GEV
$224B
$1.06M 0.09%
1,627
-6
CHKP icon
194
Check Point Software Technologies
CHKP
$16.7B
$1.04M 0.08%
5,610
-60
ET icon
195
Energy Transfer Partners
ET
$63.9B
$1.04M 0.08%
63,030
DHR icon
196
Danaher
DHR
$132B
$1.02M 0.08%
4,447
-167
C icon
197
Citigroup
C
$185B
$1.01M 0.08%
8,657
-497
LH icon
198
Labcorp
LH
$21.7B
$1.01M 0.08%
4,016
EW icon
199
Edwards Lifesciences
EW
$49.1B
$996K 0.08%
11,688
-346
ECL icon
200
Ecolab
ECL
$77.8B
$988K 0.08%
3,762
-15
6 7
8
9 10