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
ORCL icon
26
Oracle
ORCL
$802B
$9.58M 0.84%
43,822
+4,110
MDT icon
27
Medtronic
MDT
$121B
$9.54M 0.84%
109,475
+2,479
RSG icon
28
Republic Services
RSG
$69B
$9.2M 0.81%
37,305
-2,028
QQQM icon
29
Invesco NASDAQ 100 ETF
QQQM
$65.9B
$9.1M 0.8%
40,070
-330
UNH icon
30
UnitedHealth
UNH
$331B
$8.77M 0.77%
28,098
+4,556
KO icon
31
Coca-Cola
KO
$301B
$8.42M 0.74%
118,948
-2,140
NFLX icon
32
Netflix
NFLX
$464B
$8.3M 0.73%
6,196
-302
COST icon
33
Costco
COST
$412B
$8.07M 0.71%
8,152
-128
WSO icon
34
Watsco Inc
WSO
$14.8B
$8.07M 0.71%
18,266
PM icon
35
Philip Morris
PM
$238B
$7.82M 0.69%
42,937
-2,258
JPST icon
36
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$7.73M 0.68%
152,449
+10,537
WMT icon
37
Walmart
WMT
$833B
$7.53M 0.66%
76,995
-4,703
HD icon
38
Home Depot
HD
$383B
$7.4M 0.65%
20,192
+132
ABT icon
39
Abbott
ABT
$221B
$7.2M 0.63%
52,952
-273
SO icon
40
Southern Company
SO
$105B
$6.95M 0.61%
75,684
+701
IHI icon
41
iShares US Medical Devices ETF
IHI
$4.38B
$6.8M 0.6%
108,478
+1,681
QCOM icon
42
Qualcomm
QCOM
$203B
$6.78M 0.59%
42,563
+2,314
WM icon
43
Waste Management
WM
$86.1B
$6.71M 0.59%
29,330
-224
AVGO icon
44
Broadcom
AVGO
$1.71T
$6.33M 0.56%
22,964
+2,372
FDX icon
45
FedEx
FDX
$58.4B
$6.32M 0.55%
27,789
+178
MCK icon
46
McKesson
MCK
$101B
$6.3M 0.55%
8,592
-25
CVX icon
47
Chevron
CVX
$313B
$6.11M 0.54%
42,693
+1,567
SHW icon
48
Sherwin-Williams
SHW
$83.8B
$6.01M 0.53%
17,518
+366
FI icon
49
Fiserv
FI
$68.8B
$5.87M 0.51%
34,038
-530
ADBE icon
50
Adobe
ADBE
$150B
$5.72M 0.5%
14,795
-1,987
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