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
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$2.65M
3
+$1.7M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.69M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.58M

Top Sells

1
+$9.38M
2
+$3.83M
3
+$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.82%
2 Financials 13.85%
3 Healthcare 10.23%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
51
Vanguard S&P 500 ETF
VOO
$920B
$6.22M 0.51%
9,914
+88
QCOM icon
52
Qualcomm
QCOM
$213B
$5.91M 0.48%
34,549
+253
ADBE icon
53
Adobe
ADBE
$104B
$5.83M 0.47%
16,668
+2,089
SHW icon
54
Sherwin-Williams
SHW
$79.8B
$5.83M 0.47%
17,979
+611
MA icon
55
Mastercard
MA
$443B
$5.61M 0.46%
9,821
+212
EFAV icon
56
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.36B
$5.48M 0.45%
63,594
+2,796
ENB icon
57
Enbridge
ENB
$118B
$5.42M 0.44%
113,414
-894
SPY icon
58
State Street SPDR S&P 500 ETF Trust
SPY
$748B
$5.38M 0.44%
7,895
-169
GSIE icon
59
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.69B
$5.25M 0.43%
122,254
+5,515
SOXX icon
60
iShares Semiconductor ETF
SOXX
$31.5B
$5.18M 0.42%
17,214
-2,469
GEM icon
61
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.62B
$5.04M 0.41%
121,173
-3,146
VHT icon
62
Vanguard Health Care ETF
VHT
$16.1B
$4.99M 0.41%
17,350
+817
SCHA icon
63
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$4.82M 0.39%
169,200
-398
VFH icon
64
Vanguard Financials ETF
VFH
$12.9B
$4.6M 0.37%
34,431
+838
VDE icon
65
Vanguard Energy ETF
VDE
$9.97B
$4.58M 0.37%
36,338
+1,439
MCD icon
66
McDonald's
MCD
$202B
$4.53M 0.37%
14,832
+204
VZ icon
67
Verizon
VZ
$197B
$4.43M 0.36%
108,884
-8,870
VUG icon
68
Vanguard Growth ETF
VUG
$36.6B
$4.39M 0.36%
54,000
+5,496
DIS icon
69
Walt Disney
DIS
$189B
$4.36M 0.35%
38,332
-1,228
TSLA icon
70
Tesla
TSLA
$1.55T
$4.28M 0.35%
9,521
+553
NEE icon
71
NextEra Energy
NEE
$195B
$4.27M 0.35%
53,176
-507
VCR icon
72
Vanguard Consumer Discretionary ETF
VCR
$6.19B
$4.24M 0.34%
10,774
+63
BAC icon
73
Bank of America
BAC
$374B
$4.24M 0.34%
77,082
-981
FTNT icon
74
Fortinet
FTNT
$79B
$4.24M 0.34%
53,361
+6,588
EMR icon
75
Emerson Electric
EMR
$82.9B
$4.18M 0.34%
31,493
+106
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3
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