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
AXP icon
101
American Express
AXP
$207B
$3.24M 0.26%
8,765
-384
ELV icon
102
Elevance Health
ELV
$63.5B
$3.21M 0.26%
9,155
+1,267
ORLY icon
103
O'Reilly Automotive
ORLY
$78B
$3.2M 0.26%
35,075
-965
TXN icon
104
Texas Instruments
TXN
$173B
$3.18M 0.26%
18,355
+551
TFC icon
105
Truist Financial
TFC
$55.4B
$3.15M 0.26%
64,015
-5,491
CPK icon
106
Chesapeake Utilities
CPK
$3.09B
$3.12M 0.25%
25,017
+216
CSX icon
107
CSX Corp
CSX
$72.9B
$3.11M 0.25%
85,857
-1,600
UNM icon
108
Unum
UNM
$11.9B
$3.06M 0.25%
39,546
+13
VGSH icon
109
Vanguard Short-Term Treasury ETF
VGSH
$27.9B
$3.02M 0.25%
51,489
-1,605
CGGR icon
110
Capital Group Growth ETF
CGGR
$19.7B
$3M 0.24%
67,512
+3,860
VNQ icon
111
Vanguard Real Estate ETF
VNQ
$35.6B
$2.98M 0.24%
33,641
+973
TROW icon
112
T. Rowe Price
TROW
$19.2B
$2.97M 0.24%
28,974
+612
RTX icon
113
RTX Corp
RTX
$273B
$2.92M 0.24%
15,895
-440
MU icon
114
Micron Technology
MU
$456B
$2.89M 0.24%
10,135
CINF icon
115
Cincinnati Financial
CINF
$25.6B
$2.79M 0.23%
17,069
+16,383
VIG icon
116
Vanguard Dividend Appreciation ETF
VIG
$101B
$2.78M 0.23%
12,659
-80
PEP icon
117
PepsiCo
PEP
$217B
$2.68M 0.22%
18,695
-536
MTBA icon
118
Simplify MBS ETF
MTBA
$1.69B
$2.63M 0.21%
52,162
+2,167
VDC icon
119
Vanguard Consumer Staples ETF
VDC
$7.92B
$2.58M 0.21%
12,211
+499
VLO icon
120
Valero Energy
VLO
$70.5B
$2.49M 0.2%
15,280
-1,483
UBER icon
121
Uber
UBER
$150B
$2.48M 0.2%
30,363
-2,524
IBM icon
122
IBM
IBM
$232B
$2.46M 0.2%
8,295
-262
UL icon
123
Unilever
UL
$141B
$2.34M 0.19%
35,832
-192
VYMI icon
124
Vanguard International High Dividend Yield ETF
VYMI
$17.8B
$2.27M 0.18%
25,208
-521
PFE icon
125
Pfizer
PFE
$153B
$2.25M 0.18%
90,235
-4,442
3 4
5
6 7