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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$1.36M
3
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1
+$21.1M
2
+$6.19M
3
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENB icon
51
Enbridge
ENB
$123B
$6.12M 0.51%
113,030
-384
ORCL icon
52
Oracle
ORCL
$579B
$6.11M 0.51%
41,564
+831
IHI icon
53
iShares US Medical Devices ETF
IHI
$3.04B
$5.95M 0.5%
111,615
+925
VOO icon
54
Vanguard S&P 500 ETF
VOO
$955B
$5.91M 0.49%
9,897
-17
SHW icon
55
Sherwin-Williams
SHW
$75B
$5.81M 0.48%
18,120
+141
SOXX icon
56
iShares Semiconductor ETF
SOXX
$36.4B
$5.81M 0.48%
17,671
+457
GSIE icon
57
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.64B
$5.8M 0.48%
134,498
+12,244
GEM icon
58
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.59B
$5.67M 0.47%
131,190
+10,017
ABT icon
59
Abbott
ABT
$155B
$5.45M 0.46%
53,126
AMAT icon
60
Applied Materials
AMAT
$395B
$5.39M 0.45%
15,771
+142
SPY icon
61
State Street SPDR S&P 500 ETF Trust
SPY
$757B
$5.17M 0.43%
7,949
+54
NEE icon
62
NextEra Energy
NEE
$178B
$4.96M 0.41%
53,402
+226
VHT icon
63
Vanguard Health Care ETF
VHT
$16.8B
$4.95M 0.41%
18,159
+809
MA icon
64
Mastercard
MA
$432B
$4.94M 0.41%
9,894
+73
SCHA icon
65
Schwab U.S Small- Cap ETF
SCHA
$22.3B
$4.89M 0.41%
167,990
-1,210
MCD icon
66
McDonald's
MCD
$201B
$4.68M 0.39%
15,070
+238
QCOM icon
67
Qualcomm
QCOM
$202B
$4.47M 0.37%
34,695
+146
FTNT icon
68
Fortinet
FTNT
$102B
$4.42M 0.37%
54,060
+699
VFH icon
69
Vanguard Financials ETF
VFH
$12.5B
$4.35M 0.36%
36,024
+1,593
ADBE icon
70
Adobe
ADBE
$94.3B
$4.27M 0.36%
17,572
+904
VTV icon
71
Vanguard Value ETF
VTV
$179B
$4.21M 0.35%
21,439
+1,352
SCHD icon
72
Schwab US Dividend Equity ETF
SCHD
$94.9B
$4.14M 0.35%
135,055
+7,107
EMR icon
73
Emerson Electric
EMR
$76.8B
$4.11M 0.34%
31,397
-96
MU icon
74
Micron Technology
MU
$1.01T
$4.07M 0.34%
12,060
+1,925
CSCO icon
75
Cisco
CSCO
$468B
$4.05M 0.34%
52,156
-690
1 2
3
4 5