AIM
Anchor Investment Management Portfolio holdings
AUM
$1.23B
1-Year Est. Return
18.67%
This Fund
S&P 500
1 Year Est. Return
+18.67%
AUM
$1.23B
AUM Growth
+$23.4M
(+1.9%)
Holding
1,088
Top Buys
| 1 | +$8.85M | |
| 2 | +$2.65M | |
| 3 | +$1.7M | |
| 4 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
+$1.69M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.58M |
Top Sells
| 1 | +$9.38M | |
| 2 | +$3.83M | |
| 3 | +$3.44M | |
| 4 |
Exxon Mobil
XOM
|
+$2.04M |
| 5 |
Medtronic
MDT
|
+$1.59M |
Sector Composition
| 1 | Technology | 15.81% |
| 2 | Financials | 13.84% |
| 3 | Healthcare | 10.24% |
| 4 | Communication Services | 7.49% |
| 5 | Industrials | 7.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
UnitedHealth
UNH
$251B
| $9.23M | 0.75% |
27,949
+2,479
|
|
||
|
27
Medtronic
MDT
$112B
| $8.85M | 0.72% |
92,155
-16,418
|
|
||
28
JPMorgan Ultra-Short Income ETF
JPST
$37.6B
| $8.68M | 0.71% |
171,516
+8,521
|
|
||
29
Republic Services
RSG
$69.7B
| $8.49M | 0.69% |
40,040
+2,894
|
|
||
30
FedEx
FDX
$83B
| $8.43M | 0.68% |
29,168
+2,514
|
|
||
31
Coca-Cola
KO
$334B
| $8.34M | 0.68% |
119,318
+602
|
|
||
32
Walmart Inc
WMT
$999B
| $8.17M | 0.66% |
73,373
-3,403
|
|
||
33
Broadcom
AVGO
$1.59T
| $7.98M | 0.65% |
23,070
-173
|
|
||
34
Oracle
ORCL
$457B
| $7.94M | 0.65% |
40,733
-1,992
|
|
||
35
Watsco Inc
WSO
$14.8B
| $7.35M | 0.6% |
21,804
+3,538
|
|
||
36
Costco
COST
$445B
| $7.31M | 0.59% |
8,475
+188
|
|
||
37
Corning
GLW
$111B
| $7.3M | 0.59% |
83,411
-5,207
|
|
||
38
Procter & Gamble
PG
$350B
| $7.22M | 0.59% |
50,403
-10,351
|
|
||
39
Caterpillar
CAT
$326B
| $7.12M | 0.58% |
12,435
-698
|
|
||
40
Home Depot
HD
$337B
| $7.06M | 0.57% |
20,530
+9
|
|
||
41
Merck
MRK
$287B
| $7.02M | 0.57% |
66,699
-714
|
|
||
42
McKesson
MCK
$116B
| $7M | 0.57% |
8,532
-60
|
|
||
43
iShares US Medical Devices ETF
IHI
$3.31B
| $6.88M | 0.56% |
110,690
+3,292
|
|
||
44
Philip Morris
PM
$268B
| $6.87M | 0.56% |
42,850
+943
|
|
||
45
Abbott
ABT
$188B
| $6.66M | 0.54% |
53,126
+7
|
|
||
46
Southern Company
SO
$110B
| $6.58M | 0.53% |
75,452
+153
|
|
||
47
Chevron
CVX
$390B
| $6.54M | 0.53% |
42,896
+260
|
|
||
48
Waste Management
WM
$96.2B
| $6.44M | 0.52% |
29,311
+4
|
|
||
49
Netflix
NFLX
$398B
| $6.3M | 0.51% |
67,240
+2,430
|
|
||
50
Schwab US Mid-Cap ETF
SCHM
$12.8B
| $6.24M | 0.51% |
207,667
+2,793
|
|