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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
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$1.36M
3
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1
+$21.1M
2
+$6.19M
3
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
176
Salesforce
CRM
$137B
$1.18M 0.1%
6,320
+1,483
PAYX icon
177
Paychex
PAYX
$36B
$1.17M 0.1%
12,696
-74
PNFP icon
178
Pinnacle Financial Partners Inc
PNFP
$14.1B
$1.16M 0.1%
+13,414
WDAY icon
179
Workday
WDAY
$33.4B
$1.13M 0.09%
8,673
+357
FISV
180
Fiserv Inc
FISV
$28.1B
$1.12M 0.09%
20,069
-8,221
WFC icon
181
Wells Fargo
WFC
$248B
$1.12M 0.09%
14,016
+277
IJH icon
182
iShares Core S&P Mid-Cap ETF
IJH
$119B
$1.11M 0.09%
16,440
-220
MCO icon
183
Moody's
MCO
$77.7B
$1.11M 0.09%
2,538
PLTR icon
184
Palantir
PLTR
$312B
$1.08M 0.09%
7,374
+1,016
LH icon
185
Labcorp
LH
$22.2B
$1.07M 0.09%
4,016
TMUS icon
186
T-Mobile US
TMUS
$202B
$1.05M 0.09%
4,981
+410
FCCO icon
187
First Community Corp
FCCO
$302M
$1.05M 0.09%
35,776
+2,730
KMI icon
188
Kinder Morgan
KMI
$71B
$1.03M 0.09%
30,701
-8,213
NVS icon
189
Novartis
NVS
$291B
$1.03M 0.09%
6,726
GDX icon
190
VanEck Gold Miners ETF
GDX
$22.6B
$1.02M 0.08%
11,075
+50
SHOP icon
191
Shopify
SHOP
$140B
$1.02M 0.08%
8,557
+972
C icon
192
Citigroup
C
$230B
$1M 0.08%
8,845
+188
BX icon
193
Blackstone
BX
$144B
$1M 0.08%
8,700
NOC icon
194
Northrop Grumman
NOC
$78.1B
$999K 0.08%
1,465
-3
SPOT icon
195
Spotify
SPOT
$101B
$996K 0.08%
2,054
+139
TEL icon
196
TE Connectivity
TEL
$60B
$996K 0.08%
4,765
-185
QDPL icon
197
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.61B
$989K 0.08%
24,642
-616
CL icon
198
Colgate-Palmolive
CL
$72.1B
$961K 0.08%
11,275
-493
ECL icon
199
Ecolab
ECL
$73.4B
$961K 0.08%
3,612
-150
PFIX icon
200
Simplify Interest Rate Hedge ETF
PFIX
$231M
$945K 0.08%
20,445
+11,220
6 7
8
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