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 | |
|---|---|---|---|---|---|---|
26
Sonoco
SON
$4.49B
| $2.24M | 0.92% |
+46,123
| New | +$2.24M |
|
27
Procter & Gamble
PG
$373B
| $2.15M | 0.88% |
+26,140
| New | +$2.15M |
|
28
Abbott
ABT
$231B
| $2.13M | 0.87% |
+50,993
| New | +$2.13M |
|
29
Cisco
CSCO
$269B
| $2.01M | 0.82% |
+70,437
| New | +$2.01M |
|
30
Wells Fargo
WFC
$262B
| $2M | 0.82% |
+41,388
| New | +$2M |
|
31
MetLife
MET
$54.4B
| $1.98M | 0.81% |
+50,556
| New | +$1.98M |
|
32
Fiserv
FI
$74B
| $1.95M | 0.8% |
+37,960
| New | +$1.95M |
|
33
Merck
MRK
$210B
| $1.93M | 0.79% |
+38,232
| New | +$1.93M |
|
34
Schlumberger
SLB
$53.7B
| $1.89M | 0.78% |
+25,677
| New | +$1.89M |
|
35
Vanguard Short-Term Bond ETF
BSV
$38.4B
| $1.83M | 0.75% |
+22,637
| New | +$1.83M |
|
36
Loews
L
$20.2B
| $1.73M | 0.71% |
+45,300
| New | +$1.73M |
|
37
Corning
GLW
$59.7B
| $1.72M | 0.7% |
+82,250
| New | +$1.72M |
|
38
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
| $1.67M | 0.68% |
+19,335
| New | +$1.67M |
|
39
Comcast
CMCSA
$125B
| $1.66M | 0.68% |
+54,418
| New | +$1.66M |
|
40
Medtronic
MDT
$119B
| $1.65M | 0.68% |
+22,028
| New | +$1.65M |
|
41
Teva Pharmaceuticals
TEVA
$21.2B
| $1.63M | 0.67% |
+30,474
| New | +$1.63M |
|
42
Booking.com
BKNG
$181B
| $1.6M | 0.65% |
+1,240
| New | +$1.6M |
|
43
Lowe's Companies
LOW
$148B
| $1.57M | 0.64% |
+20,778
| New | +$1.57M |
|
44
Chevron
CVX
$318B
| $1.55M | 0.64% |
+16,272
| New | +$1.55M |
|
45
Starbucks
SBUX
$98.9B
| $1.52M | 0.62% |
+25,459
| New | +$1.52M |
|
46
IBM
IBM
$230B
| $1.52M | 0.62% |
+10,472
| New | +$1.52M |
|
47
Unum
UNM
$12.4B
| $1.51M | 0.62% |
+48,811
| New | +$1.51M |
|
48
Tractor Supply
TSCO
$32.1B
| $1.51M | 0.62% |
+83,265
| New | +$1.51M |
|
49
Alphabet (Google) Class C
GOOG
$2.81T
| $1.45M | 0.59% |
+38,880
| New | +$1.45M |
|
50
Bank of America
BAC
$375B
| $1.43M | 0.58% |
+105,486
| New | +$1.43M |
|