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AIM
Anchor Investment Management Portfolio holdings
AUM
$1.2B
1-Year Est. Return
17.34%
This Fund
S&P 500
1 Year Est. Return
+17.34%
AUM
$1.2B
AUM Growth
-$32M
(-2.6%)
Holding
1,099
Top Buys
| 1 | +$20.8M | |
| 2 | +$1.36M | |
| 3 | +$1.25M | |
| 4 |
Micron Technology
MU
|
+$754K |
| 5 |
Applovin
APP
|
+$748K |
Top Sells
| 1 | +$21.1M | |
| 2 | +$6.19M | |
| 3 | +$1.54M | |
| 4 |
SNV
Synovus
SNV
|
+$1.26M |
| 5 |
Microsoft
MSFT
|
+$906K |
Sector Composition
| 1 | Technology | 14.46% |
| 2 | Financials | 12.77% |
| 3 | Healthcare | 10% |
| 4 | Industrials | 8.06% |
| 5 | Communication Services | 6.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Corning
GLW
$145B
| $10.8M | 0.9% |
79,667
-3,744
|
|
||
27
FedEx
FDX
$76.2B
| $10.1M | 0.84% |
28,304
-864
|
|
||
28
Walmart Inc
WMT
$960B
| $9.15M | 0.76% |
73,630
+257
|
|
||
29
Coca-Cola
KO
$360B
| $9.11M | 0.76% |
119,845
+527
|
|
||
30
Chevron
CVX
$378B
| $9M | 0.75% |
43,519
+623
|
|
||
31
Republic Services
RSG
$65.4B
| $8.88M | 0.74% |
40,558
+518
|
|
||
32
JPMorgan Ultra-Short Income ETF
JPST
$38.7B
| $8.81M | 0.74% |
174,071
+2,555
|
|
||
33
Caterpillar
CAT
$394B
| $8.57M | 0.72% |
12,099
-336
|
|
||
34
Costco
COST
$436B
| $8.49M | 0.71% |
8,519
+44
|
|
||
35
UnitedHealth
UNH
$370B
| $7.96M | 0.66% |
29,411
+1,462
|
|
||
36
Medtronic
MDT
$103B
| $7.92M | 0.66% |
91,404
-751
|
|
||
37
Merck
MRK
$294B
| $7.88M | 0.66% |
65,472
-1,227
|
|
||
38
Watsco Inc
WSO
$15.5B
| $7.82M | 0.65% |
21,504
-300
|
|
||
39
McKesson
MCK
$95B
| $7.56M | 0.63% |
8,741
+209
|
|
||
40
Broadcom
AVGO
$1.77T
| $7.36M | 0.61% |
23,784
+714
|
|
||
41
Southern Company
SO
$106B
| $7.33M | 0.61% |
75,927
+475
|
|
||
42
Procter & Gamble
PG
$347B
| $7.31M | 0.61% |
50,619
+216
|
|
||
43
Philip Morris
PM
$285B
| $7.02M | 0.59% |
42,481
-369
|
|
||
44
Home Depot
HD
$318B
| $6.74M | 0.56% |
20,502
-28
|
|
||
45
Netflix
NFLX
$345B
| $6.72M | 0.56% |
69,870
+2,630
|
|
||
46
Waste Management
WM
$90.1B
| $6.51M | 0.54% |
28,315
-996
|
|
||
47
Vanguard Energy ETF
VDE
$9.98B
| $6.42M | 0.54% |
37,082
+744
|
|
||
48
Schwab US Mid-Cap ETF
SCHM
$14.3B
| $6.35M | 0.53% |
205,178
-2,489
|
|
||
49
Verizon
VZ
$196B
| $6.18M | 0.52% |
123,106
+14,222
|
|
||
50
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.19B
| $6.16M | 0.51% |
67,369
+3,775
|
|