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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
MSFT icon
1
Microsoft
MSFT
$2.95T
$37.7M 3.14%
101,787
-2,166
AAPL icon
2
Apple
AAPL
$4.28T
$33M 2.75%
129,905
-727
V icon
3
Visa
V
$614B
$32.5M 2.71%
107,512
-211
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$69.7B
$30.6M 2.55%
1,193,362
+20,779
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.31T
$25.7M 2.14%
89,435
-19,717
FCNCA icon
6
First Citizens BancShares
FCNCA
$24.5B
$24.9M 2.08%
13,220
+5
BSCR icon
7
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$24.1M 2.01%
1,229,743
+14,811
BSCS icon
8
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.48B
$23.6M 1.96%
1,153,205
+65,953
JNJ icon
9
Johnson & Johnson
JNJ
$574B
$21.4M 1.79%
87,612
-1,065
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.35T
$21.3M 1.78%
74,188
+513
BSCT icon
11
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.81B
$21.3M 1.77%
1,139,118
+1,104,643
VGT icon
12
Vanguard Information Technology ETF
VGT
$137B
$19.4M 1.62%
222,032
-4,000
ABBV icon
13
AbbVie
ABBV
$397B
$19.1M 1.59%
87,821
+618
QQQM icon
14
Invesco NASDAQ 100 ETF
QQQM
$91.6B
$18.4M 1.53%
77,268
+159
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.04T
$17.1M 1.43%
35,648
-288
AMZN icon
16
Amazon
AMZN
$2.56T
$15.4M 1.28%
73,881
+2,160
NVDA icon
17
NVIDIA
NVDA
$4.85T
$15.2M 1.26%
86,940
+348
XOM icon
18
Exxon Mobil
XOM
$624B
$14.2M 1.18%
83,680
-387
QQQ icon
19
Invesco QQQ Trust
QQQ
$461B
$13.4M 1.11%
23,153
-455
LLY icon
20
Eli Lilly
LLY
$1.01T
$12.1M 1.01%
13,180
-248
JPM icon
21
JPMorgan Chase
JPM
$828B
$12M 1%
40,707
+577
META icon
22
Meta Platforms (Facebook)
META
$1.45T
$11.4M 0.95%
19,987
-51
LOW icon
23
Lowe's Companies
LOW
$121B
$11.3M 0.94%
47,650
-67
UNP icon
24
Union Pacific
UNP
$159B
$11.2M 0.93%
46,013
+465
DUK icon
25
Duke Energy
DUK
$97.5B
$10.9M 0.91%
82,941
+155
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