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
VHT icon
76
Vanguard Health Care ETF
VHT
$16.3B
$3.95M 0.35%
15,904
+174
LPLA icon
77
LPL Financial
LPLA
$27.5B
$3.88M 0.34%
10,358
+587
UPS icon
78
United Parcel Service
UPS
$75.6B
$3.82M 0.34%
37,857
-2,316
NEE icon
79
NextEra Energy
NEE
$177B
$3.77M 0.33%
54,366
+2,648
BAC icon
80
Bank of America
BAC
$389B
$3.77M 0.33%
79,720
-1,660
VCR icon
81
Vanguard Consumer Discretionary ETF
VCR
$6.55B
$3.75M 0.33%
10,340
-43
SYK icon
82
Stryker
SYK
$147B
$3.74M 0.33%
9,460
-325
CSCO icon
83
Cisco
CSCO
$282B
$3.74M 0.33%
53,852
-1,091
NSC icon
84
Norfolk Southern
NSC
$63.2B
$3.69M 0.32%
14,427
-49
GS icon
85
Goldman Sachs
GS
$244B
$3.58M 0.31%
5,052
+411
BKNG icon
86
Booking.com
BKNG
$170B
$3.42M 0.3%
591
-20
FTEC icon
87
Fidelity MSCI Information Technology Index ETF
FTEC
$17B
$3.37M 0.3%
17,084
+489
K icon
88
Kellanova
K
$28.9B
$3.33M 0.29%
41,898
+683
ORLY icon
89
O'Reilly Automotive
ORLY
$81.1B
$3.24M 0.28%
35,900
-925
VGSH icon
90
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$3.23M 0.28%
54,969
VTI icon
91
Vanguard Total Stock Market ETF
VTI
$560B
$3.23M 0.28%
10,623
-730
SCHD icon
92
Schwab US Dividend Equity ETF
SCHD
$70.9B
$3.2M 0.28%
120,855
+6,318
UNM icon
93
Unum
UNM
$12.9B
$3.19M 0.28%
39,533
-9,870
VOX icon
94
Vanguard Communication Services ETF
VOX
$5.86B
$3.13M 0.27%
18,281
+99
TSLA icon
95
Tesla
TSLA
$1.5T
$3.12M 0.27%
9,812
+1,100
TXN icon
96
Texas Instruments
TXN
$154B
$3.06M 0.27%
14,756
-2,294
ISRG icon
97
Intuitive Surgical
ISRG
$195B
$3.05M 0.27%
5,618
+4,661
CPK icon
98
Chesapeake Utilities
CPK
$3.1B
$3.02M 0.27%
25,124
+547
TFC icon
99
Truist Financial
TFC
$57.1B
$3.01M 0.26%
69,963
-3,424
DG icon
100
Dollar General
DG
$22.6B
$3.01M 0.26%
26,275
-30
2 3
4
5 6