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
MSFT icon
1
Microsoft
MSFT
$2.98T
$50.3M 4.09%
103,953
+893
V icon
2
Visa
V
$589B
$37.8M 3.07%
107,723
+760
AAPL icon
3
Apple
AAPL
$3.75T
$35.5M 2.89%
130,632
-2,688
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.67T
$34.3M 2.78%
109,152
-2,559
SCHX icon
5
Schwab US Large- Cap ETF
SCHX
$62.4B
$31.6M 2.56%
1,172,583
+17,597
FCNCA icon
6
First Citizens BancShares
FCNCA
$21.8B
$28.4M 2.3%
13,215
+184
BSCR icon
7
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$24M 1.95%
1,214,932
+86,048
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.67T
$23.1M 1.87%
73,675
-13,392
BSCS icon
9
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.39B
$22.4M 1.82%
1,087,252
+81,932
BSCQ icon
10
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.14B
$21.4M 1.74%
1,092,559
+48,444
VGT icon
11
Vanguard Information Technology ETF
VGT
$109B
$21.3M 1.73%
28,254
-1,299
ABBV icon
12
AbbVie
ABBV
$398B
$19.9M 1.62%
87,203
+2,542
QQQM icon
13
Invesco NASDAQ 100 ETF
QQQM
$69.7B
$19.5M 1.58%
77,109
+35,037
JNJ icon
14
Johnson & Johnson
JNJ
$583B
$18.4M 1.49%
88,677
+23
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.06T
$18.1M 1.47%
35,936
-1,785
AMZN icon
16
Amazon
AMZN
$2.25T
$16.6M 1.35%
71,721
-1,233
NVDA icon
17
NVIDIA
NVDA
$4.45T
$16.1M 1.31%
86,592
+4,267
QQQ icon
18
Invesco QQQ Trust
QQQ
$387B
$14.5M 1.18%
23,608
-15,284
LLY icon
19
Eli Lilly
LLY
$873B
$14.4M 1.17%
13,428
-822
META icon
20
Meta Platforms (Facebook)
META
$1.61T
$13.2M 1.07%
20,038
+816
JPM icon
21
JPMorgan Chase
JPM
$763B
$12.9M 1.05%
40,130
-1,429
LOW icon
22
Lowe's Companies
LOW
$134B
$11.5M 0.94%
47,717
+1,318
UNP icon
23
Union Pacific
UNP
$145B
$10.5M 0.86%
45,548
+1,165
XOM icon
24
Exxon Mobil
XOM
$640B
$10.1M 0.82%
84,067
-17,573
DUK icon
25
Duke Energy
DUK
$103B
$9.7M 0.79%
82,786
+450
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