AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.95T
$51.1M 4.48%
102,679
-2,351
V icon
2
Visa
V
$676B
$37.7M 3.3%
106,081
-1,019
AAPL icon
3
Apple
AAPL
$3.95T
$28M 2.46%
136,659
+1,011
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$62.5B
$27.6M 2.42%
1,130,555
-2,462
FCNCA icon
5
First Citizens BancShares
FCNCA
$23.1B
$25.5M 2.24%
13,036
+4,585
QQQ icon
6
Invesco QQQ Trust
QQQ
$398B
$21.6M 1.9%
39,216
-2,539
BSCR icon
7
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$21.3M 1.87%
1,086,314
+40,111
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.25T
$20M 1.75%
112,603
+21,667
BSCQ icon
9
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$19.9M 1.75%
1,019,256
+26,763
BSCS icon
10
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$19.8M 1.74%
965,775
+31,616
VGT icon
11
Vanguard Information Technology ETF
VGT
$113B
$19.5M 1.71%
29,382
+545
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.05T
$18.1M 1.58%
37,166
-160
AMZN icon
13
Amazon
AMZN
$2.43T
$16.2M 1.42%
73,854
+3,978
ABBV icon
14
AbbVie
ABBV
$402B
$15.8M 1.39%
85,278
+352
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$3.24T
$15.6M 1.37%
88,632
-15,844
META icon
16
Meta Platforms (Facebook)
META
$1.88T
$14.6M 1.28%
19,793
+32
JNJ icon
17
Johnson & Johnson
JNJ
$458B
$13.4M 1.18%
87,702
+1,444
NVDA icon
18
NVIDIA
NVDA
$4.65T
$13.3M 1.16%
83,907
+4,108
JPM icon
19
JPMorgan Chase
JPM
$826B
$11.7M 1.03%
40,297
+334
LLY icon
20
Eli Lilly
LLY
$737B
$11M 0.96%
14,054
+38
XOM icon
21
Exxon Mobil
XOM
$491B
$10.9M 0.96%
101,516
-502
LOW icon
22
Lowe's Companies
LOW
$136B
$10.3M 0.91%
46,628
+1,136
UNP icon
23
Union Pacific
UNP
$129B
$10.3M 0.9%
44,676
+1,033
DUK icon
24
Duke Energy
DUK
$98.6B
$9.71M 0.85%
82,300
+779
PG icon
25
Procter & Gamble
PG
$354B
$9.71M 0.85%
60,929
-4,177
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