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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.04M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1
+$20.2M
2
+$1.22M
3
+$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYK icon
76
Stryker
SYK
$147B
$3.64M 0.34%
9,785
-76
GEM icon
77
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.18B
$3.63M 0.34%
109,283
+5,777
ORLY icon
78
O'Reilly Automotive
ORLY
$81.1B
$3.52M 0.33%
36,825
-75
SOXX icon
79
iShares Semiconductor ETF
SOXX
$16.6B
$3.46M 0.32%
18,399
+408
AVGO icon
80
Broadcom
AVGO
$1.71T
$3.45M 0.32%
20,592
-1,240
NSC icon
81
Norfolk Southern
NSC
$63.2B
$3.43M 0.32%
14,476
+259
K icon
82
Kellanova
K
$28.9B
$3.4M 0.32%
41,215
+118
BAC icon
83
Bank of America
BAC
$389B
$3.4M 0.32%
81,380
+56
CSCO icon
84
Cisco
CSCO
$282B
$3.39M 0.32%
54,943
-427
VCR icon
85
Vanguard Consumer Discretionary ETF
VCR
$6.55B
$3.38M 0.32%
10,383
+137
PFE icon
86
Pfizer
PFE
$141B
$3.37M 0.31%
133,115
-5,349
EMR icon
87
Emerson Electric
EMR
$75.7B
$3.36M 0.31%
30,624
-33
PEP icon
88
PepsiCo
PEP
$209B
$3.31M 0.31%
22,062
+1,919
VGSH icon
89
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$3.23M 0.3%
54,969
+1,170
SCHD icon
90
Schwab US Dividend Equity ETF
SCHD
$70.9B
$3.2M 0.3%
114,537
-470
LPLA icon
91
LPL Financial
LPLA
$27.5B
$3.2M 0.3%
9,771
+74
CPK icon
92
Chesapeake Utilities
CPK
$3.1B
$3.16M 0.29%
24,577
+365
VTI icon
93
Vanguard Total Stock Market ETF
VTI
$560B
$3.12M 0.29%
11,353
+10
TXN icon
94
Texas Instruments
TXN
$154B
$3.06M 0.29%
17,050
+5,138
EW icon
95
Edwards Lifesciences
EW
$47.4B
$3.03M 0.28%
41,740
+393
TFC icon
96
Truist Financial
TFC
$57.1B
$3.02M 0.28%
73,387
-2,636
VNQ icon
97
Vanguard Real Estate ETF
VNQ
$34.7B
$2.87M 0.27%
31,708
+675
ELV icon
98
Elevance Health
ELV
$76.1B
$2.82M 0.26%
6,490
-911
BKNG icon
99
Booking.com
BKNG
$170B
$2.82M 0.26%
611
+7
VOX icon
100
Vanguard Communication Services ETF
VOX
$5.86B
$2.7M 0.25%
18,182
+382
2 3
4
5 6