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
VIS icon
101
Vanguard Industrials ETF
VIS
$6.5B
$3.17M 0.26%
10,711
+334
SCHW icon
102
Charles Schwab
SCHW
$172B
$3.14M 0.26%
32,857
+1,521
VGSH icon
103
Vanguard Short-Term Treasury ETF
VGSH
$25.3B
$3.12M 0.26%
53,094
-1,875
CSX icon
104
CSX Corp
CSX
$69.1B
$3.11M 0.26%
87,457
UNM icon
105
Unum
UNM
$12.4B
$3.07M 0.25%
39,533
AXP icon
106
American Express
AXP
$265B
$3.04M 0.25%
9,149
+173
VNQ icon
107
Vanguard Real Estate ETF
VNQ
$33.7B
$2.99M 0.25%
32,668
-656
TROW icon
108
T. Rowe Price
TROW
$22.6B
$2.91M 0.24%
28,362
-138
UPS icon
109
United Parcel Service
UPS
$85.2B
$2.89M 0.24%
34,585
-3,272
VLO icon
110
Valero Energy
VLO
$52.4B
$2.85M 0.24%
16,763
-370
TMO icon
111
Thermo Fisher Scientific
TMO
$216B
$2.84M 0.24%
5,858
-38
CGGR icon
112
Capital Group Growth ETF
CGGR
$18.7B
$2.8M 0.23%
63,652
VIG icon
113
Vanguard Dividend Appreciation ETF
VIG
$103B
$2.75M 0.23%
12,739
-49
RTX icon
114
RTX Corp
RTX
$234B
$2.73M 0.23%
16,335
+82
ISRG icon
115
Intuitive Surgical
ISRG
$197B
$2.7M 0.22%
6,043
+425
PEP icon
116
PepsiCo
PEP
$204B
$2.7M 0.22%
19,231
-2,254
ADM icon
117
Archer Daniels Midland
ADM
$28.8B
$2.67M 0.22%
44,697
-2,198
DG icon
118
Dollar General
DG
$27.7B
$2.66M 0.22%
25,736
-539
AMAT icon
119
Applied Materials
AMAT
$215B
$2.6M 0.22%
12,694
+10
ELV icon
120
Elevance Health
ELV
$75.8B
$2.55M 0.21%
7,888
+1,010
MTBA icon
121
Simplify MBS ETF
MTBA
$1.65B
$2.52M 0.21%
49,995
+7,782
VDC icon
122
Vanguard Consumer Staples ETF
VDC
$7.3B
$2.5M 0.21%
11,712
+715
IBM icon
123
IBM
IBM
$290B
$2.41M 0.2%
8,557
+539
PYPL icon
124
PayPal
PYPL
$57.7B
$2.41M 0.2%
35,982
-906
PFE icon
125
Pfizer
PFE
$147B
$2.41M 0.2%
94,677
-14,475
3 4
5
6 7