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 | |
|---|---|---|---|---|---|---|
476
Energy Select Sector SPDR Fund
XLE
$26.7B
| $12.4K | 0.01% |
+200
| New | +$12.4K |
|
477
iShares Russell Mid-Cap ETF
IWR
$44.6B
| $12.2K | 0.01% |
+300
| New | +$12.2K |
|
478
Chubb
CB
$111B
| $12.2K | 0.01% |
+102
| New | +$12.2K |
|
479
Suburban Propane Partners
SPH
$1.2B
| $12K | ﹤0.01% |
+400
| New | +$12K |
|
480
Curtiss-Wright
CW
$18.1B
| $11.8K | ﹤0.01% |
+156
| New | +$11.8K |
|
481
Interpublic Group of Companies
IPG
$9.94B
| $11.5K | ﹤0.01% |
+500
| New | +$11.5K |
|
482
Ameriprise Financial
AMP
$46.1B
| $11.3K | ﹤0.01% |
+120
| New | +$11.3K |
|
483
Avanos Medical
AVNS
$590M
| $11.1K | ﹤0.01% |
+387
| New | +$11.1K |
|
484
SPDR S&P Dividend ETF
SDY
$20.5B
| $10.6K | ﹤0.01% |
+133
| New | +$10.6K |
|
485
SPDR S&P China ETF
GXC
$483M
| $10.5K | ﹤0.01% |
+150
| New | +$10.5K |
|
486
Biogen
BIIB
$20.6B
| $10.4K | ﹤0.01% |
+40
| New | +$10.4K |
|
487
EPR Properties
EPR
$4.05B
| $10.3K | ﹤0.01% |
+155
| New | +$10.3K |
|
488
iShares Russell 2000 ETF
IWM
$67.8B
| $10.3K | ﹤0.01% |
+93
| New | +$10.3K |
|
489
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.61B
| $10.3K | ﹤0.01% |
+200
| New | +$10.3K |
|
490
American International
AIG
$43.9B
| $10.2K | ﹤0.01% |
+188
| New | +$10.2K |
|
491
EQT Corp
EQT
$32.2B
| $10.1K | ﹤0.01% |
+276
| New | +$10.1K |
|
492
Vanguard Total Bond Market
BND
$135B
| $9.94K | ﹤0.01% |
+120
| New | +$9.94K |
|
493
Alaska Air
ALK
$7.28B
| $9.84K | ﹤0.01% |
+120
| New | +$9.84K |
|
494
Barnes & Noble Education
BNED
$291M
| $9.8K | ﹤0.01% |
+10
| New | +$9.8K |
|
495
NiSource
NI
$19B
| $9.78K | ﹤0.01% |
+415
| New | +$9.78K |
|
496
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.51B
| $9.61K | ﹤0.01% |
+500
| New | +$9.61K |
|
497
LKQ Corp
LKQ
$8.33B
| $9.58K | ﹤0.01% |
+300
| New | +$9.58K |
|
498
Vanguard Large-Cap ETF
VV
$44.6B
| $9.4K | ﹤0.01% |
+100
| New | +$9.4K |
|
499
Realty Income
O
$54.2B
| $9.38K | ﹤0.01% |
+155
| New | +$9.38K |
|
500
America Movil
AMX
$59.1B
| $9.32K | ﹤0.01% |
+600
| New | +$9.32K |
|