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
$1.21B
AUM Growth
+$67.5M
(+5.9%)
Holding
1,084
Top Buys
| 1 | +$1.04M | |
| 2 | +$938K | |
| 3 | +$918K | |
| 4 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
+$838K |
| 5 |
Alnylam Pharmaceuticals
ALNY
|
+$834K |
Top Sells
| 1 | +$1.31M | |
| 2 | +$859K | |
| 3 | +$795K | |
| 4 |
Apple
AAPL
|
+$754K |
| 5 |
Equitable Holdings
EQH
|
+$708K |
Sector Composition
| 1 | Technology | 16.43% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 9.79% |
| 4 | Communication Services | 7.21% |
| 5 | Industrials | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Medtronic
MDT
$112B
| $10.3M | 0.86% |
108,573
-902
|
|
||
27
Duke Energy
DUK
$103B
| $10.2M | 0.84% |
82,336
+36
|
|
||
28
Procter & Gamble
PG
$350B
| $9.33M | 0.77% |
60,754
-175
|
|
||
29
UnitedHealth
UNH
$251B
| $8.79M | 0.73% |
25,470
-2,628
|
|
||
30
Republic Services
RSG
$69.7B
| $8.52M | 0.71% |
37,146
-159
|
|
||
31
Home Depot
HD
$337B
| $8.32M | 0.69% |
20,521
+329
|
|
||
32
JPMorgan Ultra-Short Income ETF
JPST
$37.6B
| $8.27M | 0.68% |
162,995
+10,546
|
|
||
33
Walmart Inc
WMT
$999B
| $7.91M | 0.66% |
76,776
-219
|
|
||
34
Coca-Cola
KO
$334B
| $7.87M | 0.65% |
118,716
-232
|
|
||
35
Netflix
NFLX
$398B
| $7.77M | 0.64% |
64,810
+2,850
|
|
||
36
Costco
COST
$445B
| $7.67M | 0.64% |
8,287
+135
|
|
||
37
Broadcom
AVGO
$1.59T
| $7.67M | 0.64% |
23,243
+279
|
|
||
38
Watsco Inc
WSO
$14.8B
| $7.38M | 0.61% |
18,266
|
|
||
39
Corning
GLW
$111B
| $7.27M | 0.6% |
88,618
-9,918
|
|
||
40
Southern Company
SO
$110B
| $7.14M | 0.59% |
75,299
-385
|
|
||
41
Abbott
ABT
$188B
| $7.11M | 0.59% |
53,119
+167
|
|
||
42
Philip Morris
PM
$268B
| $6.8M | 0.56% |
41,907
-1,030
|
|
||
43
McKesson
MCK
$116B
| $6.64M | 0.55% |
8,592
|
|
||
44
Chevron
CVX
$390B
| $6.62M | 0.55% |
42,636
-57
|
|
||
45
Waste Management
WM
$96.2B
| $6.47M | 0.54% |
29,307
-23
|
|
||
46
iShares US Medical Devices ETF
IHI
$3.31B
| $6.45M | 0.53% |
107,398
-1,080
|
|
||
47
FedEx
FDX
$83B
| $6.29M | 0.52% |
26,654
-1,135
|
|
||
48
Caterpillar
CAT
$326B
| $6.27M | 0.52% |
13,133
-53
|
|
||
49
Schwab US Mid-Cap ETF
SCHM
$12.8B
| $6.07M | 0.5% |
204,874
+3,515
|
|
||
50
Vanguard S&P 500 ETF
VOO
$847B
| $6.02M | 0.5% |
9,826
-18
|
|