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
SNPS icon
176
Synopsys
SNPS
$80.2B
$1.18M 0.1%
2,382
-76
CHKP icon
177
Check Point Software Technologies
CHKP
$16.7B
$1.17M 0.1%
5,670
WFC icon
178
Wells Fargo
WFC
$232B
$1.17M 0.1%
13,947
+428
CLX icon
179
Clorox
CLX
$13.1B
$1.17M 0.1%
9,467
+488
EPD icon
180
Enterprise Products Partners
EPD
$79.1B
$1.16M 0.1%
37,135
-1,000
LH icon
181
Labcorp
LH
$21.7B
$1.15M 0.1%
4,016
VPU icon
182
Vanguard Utilities ETF
VPU
$8.65B
$1.15M 0.1%
6,061
+130
ACN icon
183
Accenture
ACN
$121B
$1.14M 0.09%
4,631
+481
SHOP icon
184
Shopify
SHOP
$165B
$1.13M 0.09%
7,582
+6,772
TEL icon
185
TE Connectivity
TEL
$58.1B
$1.13M 0.09%
5,125
KMI icon
186
Kinder Morgan
KMI
$74.2B
$1.1M 0.09%
38,981
-93
CRM icon
187
Salesforce
CRM
$184B
$1.1M 0.09%
4,646
+602
ET icon
188
Energy Transfer Partners
ET
$63.9B
$1.08M 0.09%
63,030
QDPL icon
189
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.43B
$1.06M 0.09%
25,228
+5,398
ECL icon
190
Ecolab
ECL
$77.8B
$1.03M 0.09%
3,777
ALNY icon
191
Alnylam Pharmaceuticals
ALNY
$42.1B
$1.03M 0.08%
2,249
+2,049
TMUS icon
192
T-Mobile US
TMUS
$236B
$1.02M 0.08%
4,272
+1,114
GEV icon
193
GE Vernova
GEV
$224B
$1M 0.08%
1,633
IJH icon
194
iShares Core S&P Mid-Cap ETF
IJH
$105B
$1M 0.08%
15,348
-34
PLTR icon
195
Palantir
PLTR
$367B
$980K 0.08%
5,374
-1,317
CL icon
196
Colgate-Palmolive
CL
$70.5B
$950K 0.08%
11,888
EW icon
197
Edwards Lifesciences
EW
$49.1B
$936K 0.08%
12,034
-427
VRTX icon
198
Vertex Pharmaceuticals
VRTX
$121B
$935K 0.08%
2,387
+770
C icon
199
Citigroup
C
$185B
$929K 0.08%
9,154
+788
BSX icon
200
Boston Scientific
BSX
$102B
$929K 0.08%
9,513
+1,199
6 7
8
9 10