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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHM icon
51
Schwab US Mid-Cap ETF
SCHM
$13.7B
$5.65M 0.5%
201,359
-2,378
VOO icon
52
Vanguard S&P 500 ETF
VOO
$780B
$5.59M 0.49%
9,844
-437
MRK icon
53
Merck
MRK
$220B
$5.41M 0.47%
68,356
-1,629
MA icon
54
Mastercard
MA
$517B
$5.21M 0.46%
9,277
+10
ENB icon
55
Enbridge
ENB
$103B
$5.19M 0.46%
114,430
-3,213
GLW icon
56
Corning
GLW
$76.6B
$5.18M 0.45%
98,536
+1,673
CAT icon
57
Caterpillar
CAT
$247B
$5.12M 0.45%
13,186
+314
VZ icon
58
Verizon
VZ
$165B
$5.01M 0.44%
115,702
-1,933
DIS icon
59
Walt Disney
DIS
$202B
$5M 0.44%
40,299
-3,103
SPY icon
60
SPDR S&P 500 ETF Trust
SPY
$680B
$4.97M 0.44%
8,044
-43
FTNT icon
61
Fortinet
FTNT
$65.4B
$4.96M 0.44%
46,911
+3,758
SOXX icon
62
iShares Semiconductor ETF
SOXX
$16.6B
$4.85M 0.43%
20,325
+1,926
VCSH icon
63
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$4.81M 0.42%
60,487
+3,495
EFAV icon
64
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.45B
$4.8M 0.42%
57,082
+1,203
ADP icon
65
Automatic Data Processing
ADP
$114B
$4.66M 0.41%
15,098
-302
GEM icon
66
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.18B
$4.33M 0.38%
116,302
+7,019
GSIE icon
67
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.53B
$4.32M 0.38%
109,036
+47
MCD icon
68
McDonald's
MCD
$221B
$4.28M 0.38%
14,636
-304
AZO icon
69
AutoZone
AZO
$63.6B
$4.24M 0.37%
1,143
-4
SCHA icon
70
Schwab U.S Small- Cap ETF
SCHA
$21B
$4.23M 0.37%
167,046
+3,183
EMR icon
71
Emerson Electric
EMR
$75.7B
$4.22M 0.37%
31,649
+1,025
VDE icon
72
Vanguard Energy ETF
VDE
$7.24B
$4.19M 0.37%
35,153
+3,906
VFH icon
73
Vanguard Financials ETF
VFH
$12.8B
$4.12M 0.36%
32,340
-930
GBDC icon
74
Golub Capital BDC
GBDC
$3.81B
$4.11M 0.36%
280,435
+1,012
TSCO icon
75
Tractor Supply
TSCO
$29.9B
$4M 0.35%
75,796
+37,371
1 2
3
4 5