AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSC icon
76
Norfolk Southern
NSC
$65.4B
$4.11M 0.33%
14,232
-146
CSCO icon
77
Cisco
CSCO
$307B
$4.07M 0.33%
52,846
-1,068
VCSH icon
78
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
$4.04M 0.33%
50,660
-5,056
AMAT icon
79
Applied Materials
AMAT
$268B
$4.02M 0.33%
15,629
+2,935
GS icon
80
Goldman Sachs
GS
$234B
$3.99M 0.32%
4,542
-190
AZO icon
81
AutoZone
AZO
$59.7B
$3.86M 0.31%
1,139
+8
ADP icon
82
Automatic Data Processing
ADP
$83.5B
$3.85M 0.31%
14,985
-113
FTEC icon
83
Fidelity MSCI Information Technology Index ETF
FTEC
$15.5B
$3.84M 0.31%
17,113
+16
VTV icon
84
Vanguard Value ETF
VTV
$165B
$3.84M 0.31%
20,087
+1,024
TSCO icon
85
Tractor Supply
TSCO
$25.3B
$3.83M 0.31%
76,568
+1,051
SCHW icon
86
Charles Schwab
SCHW
$160B
$3.82M 0.31%
38,227
+5,370
LPLA icon
87
LPL Financial
LPLA
$23.2B
$3.81M 0.31%
10,666
+397
TMO icon
88
Thermo Fisher Scientific
TMO
$177B
$3.77M 0.31%
6,507
+649
GE icon
89
GE Aerospace
GE
$322B
$3.66M 0.3%
11,878
+335
ISRG icon
90
Intuitive Surgical
ISRG
$170B
$3.59M 0.29%
6,330
+287
GBDC icon
91
Golub Capital BDC
GBDC
$3.19B
$3.58M 0.29%
263,995
-21,580
VTI icon
92
Vanguard Total Stock Market ETF
VTI
$568B
$3.57M 0.29%
10,636
+23
SCHD icon
93
Schwab US Dividend Equity ETF
SCHD
$83.5B
$3.51M 0.29%
127,948
-1,421
VOX icon
94
Vanguard Communication Services ETF
VOX
$5.83B
$3.47M 0.28%
17,917
-843
BKNG icon
95
Booking.com
BKNG
$134B
$3.41M 0.28%
636
+25
DG icon
96
Dollar General
DG
$29.9B
$3.37M 0.27%
25,366
-370
UPS icon
97
United Parcel Service
UPS
$83.1B
$3.34M 0.27%
33,659
-926
SYK icon
98
Stryker
SYK
$129B
$3.31M 0.27%
9,405
-15
TSM icon
99
TSMC
TSM
$1.75T
$3.26M 0.26%
10,714
-918
VIS icon
100
Vanguard Industrials ETF
VIS
$7.04B
$3.24M 0.26%
10,870
+159
2 3
4
5 6