AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+2.88%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$244M
AUM Growth
–
Cap. Flow
+$244M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
21.91%
Holding
649
New
640
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$9.8M |
| 2 |
Visa
V
|
+$7.17M |
| 3 |
Exxon Mobil
XOM
|
+$5.95M |
| 4 |
AT&T
T
|
+$5.38M |
| 5 |
GE Aerospace
GE
|
+$5.12M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 14.8% |
| 2 | Financials | 12.84% |
| 3 | Industrials | 12.4% |
| 4 | Technology | 11.28% |
| 5 | Consumer Staples | 8.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Financial Select Sector SPDR Fund
XLF
$53.9B
| $46.1K | 0.02% |
+2,335
| New | +$46.1K |
|
352
Constellation Brands
STZ
$25.3B
| $45.3K | 0.02% |
+300
| New | +$45.3K |
|
353
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
| $45K | 0.02% |
+1,000
| New | +$45K |
|
354
Blackstone
BX
$139B
| $44.9K | 0.02% |
+1,600
| New | +$44.9K |
|
355
Western Union
WU
$2.75B
| $44.4K | 0.02% |
+2,300
| New | +$44.4K |
|
356
Quanta Services
PWR
$57.9B
| $42.9K | 0.02% |
+1,900
| New | +$42.9K |
|
357
Vornado Realty Trust
VNO
$7.71B
| $41.9K | 0.02% |
+549
| New | +$41.9K |
|
|
AIV
358
Aimco
AIV
$1.07B
| $41.8K | 0.02% |
+7,507
| New | +$41.8K |
|
359
Spirit AeroSystems
SPR
$4.75B
| $41.7K | 0.02% |
+920
| New | +$41.7K |
|
360
Elevance Health
ELV
$69.3B
| $41.7K | 0.02% |
+300
| New | +$41.7K |
|
361
Lincoln National
LNC
$7.86B
| $40.8K | 0.02% |
+1,040
| New | +$40.8K |
|
362
Chemed
CHE
$6.59B
| $40.6K | 0.02% |
+300
| New | +$40.6K |
|
363
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.16B
| $40.6K | 0.02% |
+1,165
| New | +$40.6K |
|
364
Parker-Hannifin
PH
$96.5B
| $39.4K | 0.02% |
+355
| New | +$39.4K |
|
365
Brown-Forman Class B
BF.B
$12.9B
| $39.4K | 0.02% |
+1,250
| New | +$39.4K |
|
366
Murphy Oil
MUR
$3.7B
| $39K | 0.02% |
+1,550
| New | +$39K |
|
367
American Vanguard Corp
AVD
$153M
| $38.7K | 0.02% |
+2,450
| New | +$38.7K |
|
368
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $38.4K | 0.02% |
+1,121
| New | +$38.4K |
|
369
Greif Class B
GEF.B
$2.43B
| $37.4K | 0.02% |
+800
| New | +$37.4K |
|
370
DaVita
DVA
$9.46B
| $36.7K | 0.02% |
+500
| New | +$36.7K |
|
371
Rayonier Advanced Materials
RYAM
$404M
| $35.8K | 0.01% |
+3,769
| New | +$35.8K |
|
372
Toyota
TM
$257B
| $34.6K | 0.01% |
+325
| New | +$34.6K |
|
373
Cigna
CI
$80.6B
| $34.3K | 0.01% |
+250
| New | +$34.3K |
|
374
Vanguard Consumer Staples ETF
VDC
$7.58B
| $33.8K | 0.01% |
+250
| New | +$33.8K |
|
375
iShares China Large-Cap ETF
FXI
$6.79B
| $33.8K | 0.01% |
+1,000
| New | +$33.8K |
|