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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$1.36M
3
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1
+$21.1M
2
+$6.19M
3
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYK icon
101
Stryker
SYK
$118B
$3.12M 0.26%
9,499
+94
TMO icon
102
Thermo Fisher Scientific
TMO
$179B
$3.08M 0.26%
6,272
-235
VDC icon
103
Vanguard Consumer Staples ETF
VDC
$8.01B
$3.06M 0.26%
13,612
+1,401
ISRG icon
104
Intuitive Surgical
ISRG
$146B
$3.04M 0.25%
6,599
+269
GBDC icon
105
Golub Capital BDC
GBDC
$3.44B
$3.04M 0.25%
239,802
-24,193
VNQ icon
106
Vanguard Real Estate ETF
VNQ
$37.8B
$3.03M 0.25%
34,184
+543
RTX icon
107
RTX Corp
RTX
$239B
$2.96M 0.25%
15,357
-538
ADP icon
108
Automatic Data Processing
ADP
$92.4B
$2.95M 0.25%
14,531
-454
DG icon
109
Dollar General
DG
$24.3B
$2.95M 0.25%
24,839
-527
UNM icon
110
Unum
UNM
$14.5B
$2.89M 0.24%
39,616
+70
TFC icon
111
Truist Financial
TFC
$62B
$2.89M 0.24%
62,873
-1,142
ADM icon
112
Archer Daniels Midland
ADM
$39.2B
$2.88M 0.24%
39,668
+6,753
CINF icon
113
Cincinnati Financial
CINF
$25.7B
$2.76M 0.23%
17,545
+476
VGSH icon
114
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$2.75M 0.23%
46,960
-4,529
TROW icon
115
T. Rowe Price
TROW
$22.8B
$2.74M 0.23%
30,353
+1,379
CGGR icon
116
Capital Group Growth ETF
CGGR
$22.8B
$2.71M 0.23%
67,512
VIG icon
117
Vanguard Dividend Appreciation ETF
VIG
$107B
$2.71M 0.23%
12,608
-51
BKNG icon
118
Booking.com
BKNG
$124B
$2.7M 0.23%
16,050
+150
AXP icon
119
American Express
AXP
$214B
$2.61M 0.22%
8,624
-141
MTBA icon
120
Simplify MBS ETF
MTBA
$1.56B
$2.61M 0.22%
52,716
+554
SON icon
121
Sonoco
SON
$4.84B
$2.52M 0.21%
46,511
+4,179
LMT icon
122
Lockheed Martin
LMT
$121B
$2.47M 0.21%
4,087
+16
PFE icon
123
Pfizer
PFE
$146B
$2.46M 0.21%
87,568
-2,667
VYMI icon
124
Vanguard International High Dividend Yield ETF
VYMI
$19.2B
$2.46M 0.21%
26,077
+869
ELV icon
125
Elevance Health
ELV
$87.9B
$2.37M 0.2%
8,086
-1,069
3 4
5
6 7