AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$934K
4
BA icon
Boeing
BA
+$898K
5
VUG icon
Vanguard Growth ETF
VUG
+$857K

Top Sells

1
+$1.38M
2
+$907K
3
+$856K
4
AAPL icon
Apple
AAPL
+$850K
5
GLW icon
Corning
GLW
+$814K

Sector Composition

1 Technology 16.43%
2 Financials 13.18%
3 Healthcare 9.79%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
76
Emerson Electric
EMR
$78.4B
$4.12M 0.34%
31,387
-262
NEE icon
77
NextEra Energy
NEE
$169B
$4.05M 0.34%
53,683
-683
BAC icon
78
Bank of America
BAC
$398B
$4.03M 0.33%
78,063
-1,657
TSLA icon
79
Tesla
TSLA
$1.49T
$3.99M 0.33%
8,968
-844
FTNT icon
80
Fortinet
FTNT
$61.3B
$3.93M 0.33%
46,773
-138
GBDC icon
81
Golub Capital BDC
GBDC
$3.75B
$3.91M 0.32%
285,575
+5,140
ORLY icon
82
O'Reilly Automotive
ORLY
$79B
$3.89M 0.32%
36,040
+140
VUG icon
83
Vanguard Growth ETF
VUG
$204B
$3.88M 0.32%
8,084
+1,787
FTEC icon
84
Fidelity MSCI Information Technology Index ETF
FTEC
$17.2B
$3.8M 0.31%
17,097
+13
GS icon
85
Goldman Sachs
GS
$273B
$3.77M 0.31%
4,732
-320
CSCO icon
86
Cisco
CSCO
$313B
$3.69M 0.31%
53,914
+62
VTV icon
87
Vanguard Value ETF
VTV
$158B
$3.56M 0.29%
19,063
+2,640
SCHD icon
88
Schwab US Dividend Equity ETF
SCHD
$71.4B
$3.53M 0.29%
129,369
+8,514
VOX icon
89
Vanguard Communication Services ETF
VOX
$6.18B
$3.52M 0.29%
18,760
+479
VTI icon
90
Vanguard Total Stock Market ETF
VTI
$573B
$3.48M 0.29%
10,613
-10
SYK icon
91
Stryker
SYK
$135B
$3.48M 0.29%
9,420
-40
GE icon
92
GE Aerospace
GE
$304B
$3.47M 0.29%
11,543
+248
K icon
93
Kellanova
K
$29B
$3.44M 0.29%
41,942
+44
LPLA icon
94
LPL Financial
LPLA
$31B
$3.42M 0.28%
10,269
-89
CPK icon
95
Chesapeake Utilities
CPK
$3.01B
$3.34M 0.28%
24,801
-323
BKNG icon
96
Booking.com
BKNG
$170B
$3.3M 0.27%
611
+20
TXN icon
97
Texas Instruments
TXN
$165B
$3.27M 0.27%
17,804
+3,048
TSM icon
98
TSMC
TSM
$1.58T
$3.25M 0.27%
11,632
+167
UBER icon
99
Uber
UBER
$178B
$3.22M 0.27%
32,887
+2,282
TFC icon
100
Truist Financial
TFC
$63.4B
$3.18M 0.26%
69,506
-457
2 3
4
5 6