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
MDT icon
26
Medtronic
MDT
$121B
$9.61M 0.9%
106,996
+112
RSG icon
27
Republic Services
RSG
$69B
$9.52M 0.89%
39,333
+294
WSO icon
28
Watsco Inc
WSO
$14.8B
$9.28M 0.87%
18,266
KO icon
29
Coca-Cola
KO
$301B
$8.67M 0.81%
121,088
-632
NVDA icon
30
NVIDIA
NVDA
$4.66T
$8.65M 0.81%
79,799
+7,276
COST icon
31
Costco
COST
$412B
$7.83M 0.73%
8,280
+98
QQQM icon
32
Invesco NASDAQ 100 ETF
QQQM
$65.9B
$7.8M 0.73%
40,400
-1,645
FI icon
33
Fiserv
FI
$68.8B
$7.63M 0.71%
34,568
-49
HD icon
34
Home Depot
HD
$383B
$7.35M 0.69%
20,060
+56
JPST icon
35
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$7.18M 0.67%
141,912
+14,937
PM icon
36
Philip Morris
PM
$238B
$7.17M 0.67%
45,195
-52
WMT icon
37
Walmart
WMT
$833B
$7.17M 0.67%
81,698
+154
ABT icon
38
Abbott
ABT
$221B
$7.06M 0.66%
53,225
-549
SO icon
39
Southern Company
SO
$105B
$6.89M 0.64%
74,983
-1,338
CVX icon
40
Chevron
CVX
$313B
$6.88M 0.64%
41,126
+332
WM icon
41
Waste Management
WM
$86.1B
$6.84M 0.64%
29,554
-352
FDX icon
42
FedEx
FDX
$58.4B
$6.73M 0.63%
27,611
-779
ADBE icon
43
Adobe
ADBE
$150B
$6.44M 0.6%
16,782
+208
IHI icon
44
iShares US Medical Devices ETF
IHI
$4.38B
$6.43M 0.6%
106,797
+275
MRK icon
45
Merck
MRK
$220B
$6.28M 0.59%
69,985
-654
QCOM icon
46
Qualcomm
QCOM
$203B
$6.18M 0.58%
40,249
+4,818
NFLX icon
47
Netflix
NFLX
$464B
$6.06M 0.57%
6,498
-70
SHW icon
48
Sherwin-Williams
SHW
$83.8B
$5.99M 0.56%
17,152
+219
MCK icon
49
McKesson
MCK
$101B
$5.8M 0.54%
8,617
+6
TMO icon
50
Thermo Fisher Scientific
TMO
$213B
$5.78M 0.54%
11,622
+157
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