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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.04M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1
+$20.2M
2
+$1.22M
3
+$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
351
Sysco
SYY
$35.5B
$214K 0.02%
2,850
MNST icon
352
Monster Beverage
MNST
$65B
$214K 0.02%
3,653
+126
BDX icon
353
Becton Dickinson
BDX
$52B
$210K 0.02%
917
YUM icon
354
Yum! Brands
YUM
$38.6B
$209K 0.02%
1,329
IVV icon
355
iShares Core S&P 500 ETF
IVV
$683B
$206K 0.02%
367
-33
IXC icon
356
iShares Global Energy ETF
IXC
$1.87B
$206K 0.02%
4,901
GEHC icon
357
GE HealthCare
GEHC
$35.3B
$204K 0.02%
2,530
HBAN icon
358
Huntington Bancshares
HBAN
$22.1B
$203K 0.02%
13,500
VIGI icon
359
Vanguard International Dividend Appreciation ETF
VIGI
$8.53B
$202K 0.02%
2,441
HSY icon
360
Hershey
HSY
$35.5B
$201K 0.02%
1,177
+21
EXPE icon
361
Expedia Group
EXPE
$27.2B
$201K 0.02%
1,197
-25
OC icon
362
Owens Corning
OC
$10.4B
$196K 0.02%
1,375
MLM icon
363
Martin Marietta Materials
MLM
$37.2B
$196K 0.02%
410
FRDM icon
364
Freedom 100 Emerging Markets ETF
FRDM
$1.56B
$193K 0.02%
5,504
-210
SNV icon
365
Synovus
SNV
$6.12B
$191K 0.02%
4,092
FDVV icon
366
Fidelity High Dividend ETF
FDVV
$7.02B
$191K 0.02%
3,841
+13
PH icon
367
Parker-Hannifin
PH
$98.1B
$190K 0.02%
312
OHI icon
368
Omega Healthcare
OHI
$11.7B
$188K 0.02%
+4,928
IWN icon
369
iShares Russell 2000 Value ETF
IWN
$12.1B
$186K 0.02%
1,234
USMV icon
370
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$186K 0.02%
1,983
TGTX icon
371
TG Therapeutics
TGTX
$5.36B
$185K 0.02%
4,700
MSI icon
372
Motorola Solutions
MSI
$72B
$183K 0.02%
419
CNC icon
373
Centene
CNC
$18.3B
$182K 0.02%
3,000
HON icon
374
Honeywell
HON
$135B
$182K 0.02%
859
-70
C icon
375
Citigroup
C
$177B
$182K 0.02%
2,558
+1
13 14
15
16 17