AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
+$1.01M
3
+$934K
4
BA icon
Boeing
BA
+$898K
5
VUG icon
Vanguard Growth ETF
VUG
+$857K

Top Sells

1
+$1.38M
2
+$907K
3
+$856K
4
AAPL icon
Apple
AAPL
+$850K
5
GLW icon
Corning
GLW
+$814K

Sector Composition

1 Technology 16.43%
2 Financials 13.18%
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
MSFT icon
1
Microsoft
MSFT
$3.59T
$53.4M 4.42%
103,060
+381
V icon
2
Visa
V
$666B
$36.5M 3.02%
106,963
+882
AAPL icon
3
Apple
AAPL
$4.11T
$33.9M 2.81%
133,320
-3,339
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$63.5B
$30.4M 2.52%
1,154,986
+24,431
GOOG icon
5
Alphabet (Google) Class C
GOOG
$3.79T
$27.2M 2.25%
111,711
-892
QQQ icon
6
Invesco QQQ Trust
QQQ
$408B
$23.3M 1.93%
38,892
-324
FCNCA icon
7
First Citizens BancShares
FCNCA
$25.9B
$23.3M 1.93%
13,031
-5
BSCR icon
8
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.35B
$22.3M 1.84%
1,128,884
+42,570
VGT icon
9
Vanguard Information Technology ETF
VGT
$116B
$22.1M 1.83%
29,553
+171
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.77T
$21.2M 1.75%
87,067
-1,565
BSCS icon
11
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.06B
$20.7M 1.71%
1,005,320
+39,545
BSCQ icon
12
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.28B
$20.4M 1.69%
1,044,115
+24,859
ABBV icon
13
AbbVie
ABBV
$396B
$19.6M 1.62%
84,661
-617
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.07T
$19M 1.57%
37,721
+555
JNJ icon
15
Johnson & Johnson
JNJ
$506B
$16.4M 1.36%
88,654
+952
AMZN icon
16
Amazon
AMZN
$2.46T
$16M 1.33%
72,954
-900
NVDA icon
17
NVIDIA
NVDA
$4.4T
$15.4M 1.27%
82,325
-1,582
META icon
18
Meta Platforms (Facebook)
META
$1.65T
$14.1M 1.17%
19,222
-571
JPM icon
19
JPMorgan Chase
JPM
$864B
$13.1M 1.09%
41,559
+1,262
ORCL icon
20
Oracle
ORCL
$567B
$12M 1%
42,725
-1,097
LOW icon
21
Lowe's Companies
LOW
$139B
$11.7M 0.97%
46,399
-229
XOM icon
22
Exxon Mobil
XOM
$504B
$11.5M 0.95%
101,640
+124
LLY icon
23
Eli Lilly
LLY
$903B
$10.9M 0.9%
14,250
+196
UNP icon
24
Union Pacific
UNP
$140B
$10.5M 0.87%
44,383
-293
QQQM icon
25
Invesco NASDAQ 100 ETF
QQQM
$70.9B
$10.4M 0.86%
42,072
+2,002
1
2 3 4 5