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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
NSC icon
76
Norfolk Southern
NSC
$69.4B
$4.03M 0.34%
14,028
-204
VUG icon
77
Vanguard Growth ETF
VUG
$217B
$3.95M 0.33%
54,210
+210
GS icon
78
Goldman Sachs
GS
$295B
$3.89M 0.32%
4,598
+56
AZO icon
79
AutoZone
AZO
$50.9B
$3.89M 0.32%
1,151
+12
VCR icon
80
Vanguard Consumer Discretionary ETF
VCR
$5.98B
$3.88M 0.32%
10,800
+26
VCSH icon
81
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$3.84M 0.32%
48,460
-2,200
BAC icon
82
Bank of America
BAC
$387B
$3.83M 0.32%
78,518
+1,436
VLO icon
83
Valero Energy
VLO
$76.6B
$3.79M 0.32%
15,357
+77
DIS icon
84
Walt Disney
DIS
$171B
$3.76M 0.31%
39,022
+690
TSM icon
85
TSMC
TSM
$2.12T
$3.68M 0.31%
10,889
+175
TSLA icon
86
Tesla
TSLA
$1.43T
$3.64M 0.3%
9,789
+268
SCHW
87
DELISTED
Charles Schwab
SCHW
$3.63M 0.3%
38,632
+405
VTI icon
88
Vanguard Total Stock Market ETF
VTI
$635B
$3.6M 0.3%
11,208
+572
PEP icon
89
PepsiCo
PEP
$197B
$3.56M 0.3%
22,955
+4,260
CSX icon
90
CSX Corp
CSX
$86.2B
$3.52M 0.29%
85,657
-200
TXN icon
91
Texas Instruments
TXN
$257B
$3.51M 0.29%
18,093
-262
VIS icon
92
Vanguard Industrials ETF
VIS
$7.58B
$3.51M 0.29%
11,247
+377
TSCO icon
93
Tractor Supply
TSCO
$16.1B
$3.45M 0.29%
76,087
-481
FTEC icon
94
Fidelity MSCI Information Technology Index ETF
FTEC
$19.6B
$3.37M 0.28%
16,213
-900
GE icon
95
GE Aerospace
GE
$333B
$3.34M 0.28%
11,775
-103
VOX icon
96
Vanguard Communication Services ETF
VOX
$5.64B
$3.29M 0.27%
18,281
+364
LPLA icon
97
LPL Financial
LPLA
$23.1B
$3.27M 0.27%
10,884
+218
UPS icon
98
United Parcel Service
UPS
$87.8B
$3.24M 0.27%
32,972
-687
CPK icon
99
Chesapeake Utilities
CPK
$2.99B
$3.2M 0.27%
25,355
+338
ORLY icon
100
O'Reilly Automotive
ORLY
$75B
$3.14M 0.26%
33,983
-1,092
2 3
4
5 6