AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$934K
4
BA icon
Boeing
BA
+$898K
5
VUG icon
Vanguard Growth ETF
VUG
+$857K

Top Sells

1
+$1.38M
2
+$907K
3
+$856K
4
AAPL icon
Apple
AAPL
+$850K
5
GLW icon
Corning
GLW
+$814K

Sector Composition

1 Technology 16.43%
2 Financials 13.18%
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
SHW icon
51
Sherwin-Williams
SHW
$80.9B
$6.01M 0.5%
17,368
-150
ENB icon
52
Enbridge
ENB
$103B
$5.77M 0.48%
114,308
-122
QCOM icon
53
Qualcomm
QCOM
$194B
$5.71M 0.47%
34,296
-8,267
MRK icon
54
Merck
MRK
$246B
$5.66M 0.47%
67,413
-943
MA icon
55
Mastercard
MA
$506B
$5.47M 0.45%
9,609
+332
SPY icon
56
SPDR S&P 500 ETF Trust
SPY
$708B
$5.37M 0.45%
8,064
+20
SOXX icon
57
iShares Semiconductor ETF
SOXX
$17.8B
$5.34M 0.44%
19,683
-642
VZ icon
58
Verizon
VZ
$170B
$5.18M 0.43%
117,754
+2,052
EFAV icon
59
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.19B
$5.16M 0.43%
60,798
+3,716
ADBE icon
60
Adobe
ADBE
$147B
$5.14M 0.43%
14,579
-216
GEM icon
61
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.19B
$5.06M 0.42%
124,319
+8,017
AZO icon
62
AutoZone
AZO
$56.7B
$4.85M 0.4%
1,131
-12
GSIE icon
63
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.86B
$4.8M 0.4%
116,739
+7,703
SCHA icon
64
Schwab U.S Small- Cap ETF
SCHA
$19.9B
$4.73M 0.39%
169,598
+2,552
DIS icon
65
Walt Disney
DIS
$199B
$4.53M 0.38%
39,560
-739
VCSH icon
66
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$4.45M 0.37%
55,716
-4,771
MCD icon
67
McDonald's
MCD
$221B
$4.45M 0.37%
14,628
-8
ADP icon
68
Automatic Data Processing
ADP
$107B
$4.43M 0.37%
15,098
VFH icon
69
Vanguard Financials ETF
VFH
$13.4B
$4.41M 0.37%
33,593
+1,253
VDE icon
70
Vanguard Energy ETF
VDE
$7.25B
$4.39M 0.36%
34,899
-254
FISV
71
Fiserv Inc
FISV
$36.7B
$4.35M 0.36%
33,724
-314
NSC icon
72
Norfolk Southern
NSC
$66B
$4.32M 0.36%
14,378
-49
TSCO icon
73
Tractor Supply
TSCO
$27.9B
$4.29M 0.36%
75,517
-279
VHT icon
74
Vanguard Health Care ETF
VHT
$17.3B
$4.29M 0.36%
16,533
+629
VCR icon
75
Vanguard Consumer Discretionary ETF
VCR
$6.4B
$4.24M 0.35%
10,711
+371
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3
4 5