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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.04M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1
+$20.2M
2
+$1.22M
3
+$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
51
Oracle
ORCL
$802B
$5.55M 0.52%
39,712
+359
SCHM icon
52
Schwab US Mid-Cap ETF
SCHM
$13.7B
$5.34M 0.5%
203,737
+1,796
VZ icon
53
Verizon
VZ
$165B
$5.34M 0.5%
117,635
+503
VOO icon
54
Vanguard S&P 500 ETF
VOO
$780B
$5.28M 0.49%
10,281
-37
ENB icon
55
Enbridge
ENB
$103B
$5.21M 0.49%
117,643
-1,933
MA icon
56
Mastercard
MA
$517B
$5.08M 0.47%
9,267
+43
ADP icon
57
Automatic Data Processing
ADP
$114B
$4.71M 0.44%
15,400
+46
MCD icon
58
McDonald's
MCD
$221B
$4.67M 0.44%
14,940
+122
SPY icon
59
SPDR S&P 500 ETF Trust
SPY
$680B
$4.52M 0.42%
8,087
-14
VCSH icon
60
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$4.5M 0.42%
56,992
-2,417
GLW icon
61
Corning
GLW
$76.6B
$4.43M 0.41%
96,863
+69
UPS icon
62
United Parcel Service
UPS
$75.6B
$4.42M 0.41%
40,173
-930
AZO icon
63
AutoZone
AZO
$63.6B
$4.37M 0.41%
1,147
+9
EFAV icon
64
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.45B
$4.35M 0.41%
55,879
+3,163
DIS icon
65
Walt Disney
DIS
$202B
$4.28M 0.4%
43,402
-745
CAT icon
66
Caterpillar
CAT
$247B
$4.25M 0.4%
12,872
-980
GBDC icon
67
Golub Capital BDC
GBDC
$3.81B
$4.23M 0.39%
279,423
+5,308
VHT icon
68
Vanguard Health Care ETF
VHT
$16.3B
$4.16M 0.39%
15,730
+955
FTNT icon
69
Fortinet
FTNT
$65.4B
$4.15M 0.39%
43,153
+816
VDE icon
70
Vanguard Energy ETF
VDE
$7.24B
$4.05M 0.38%
31,247
+644
UNM icon
71
Unum
UNM
$12.9B
$4.02M 0.38%
49,403
VFH icon
72
Vanguard Financials ETF
VFH
$12.8B
$3.97M 0.37%
33,270
+269
GSIE icon
73
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.53B
$3.89M 0.36%
108,989
+4,922
SCHA icon
74
Schwab U.S Small- Cap ETF
SCHA
$21B
$3.84M 0.36%
163,863
+2,315
NEE icon
75
NextEra Energy
NEE
$177B
$3.67M 0.34%
51,718
-2,644
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3
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