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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNQ icon
101
Vanguard Real Estate ETF
VNQ
$34.7B
$2.97M 0.26%
33,324
+1,616
GE icon
102
GE Aerospace
GE
$330B
$2.91M 0.26%
11,295
-743
VIS icon
103
Vanguard Industrials ETF
VIS
$6.42B
$2.91M 0.26%
10,377
-237
VTV icon
104
Vanguard Value ETF
VTV
$149B
$2.9M 0.25%
16,423
+1,084
AXP icon
105
American Express
AXP
$249B
$2.86M 0.25%
8,976
-177
SCHW icon
106
Charles Schwab
SCHW
$172B
$2.86M 0.25%
31,336
+1,849
UBER icon
107
Uber
UBER
$201B
$2.86M 0.25%
30,605
-3,451
CSX icon
108
CSX Corp
CSX
$67B
$2.85M 0.25%
87,457
-300
PEP icon
109
PepsiCo
PEP
$209B
$2.84M 0.25%
21,485
-577
VUG icon
110
Vanguard Growth ETF
VUG
$203B
$2.76M 0.24%
6,297
+275
TROW icon
111
T. Rowe Price
TROW
$23.1B
$2.75M 0.24%
28,500
+624
PYPL icon
112
PayPal
PYPL
$67.1B
$2.74M 0.24%
36,888
+1,977
ELV icon
113
Elevance Health
ELV
$76.1B
$2.68M 0.23%
6,878
+388
PFE icon
114
Pfizer
PFE
$141B
$2.65M 0.23%
109,152
-23,963
VIG icon
115
Vanguard Dividend Appreciation ETF
VIG
$99.8B
$2.62M 0.23%
12,788
+28
TSM icon
116
TSMC
TSM
$1.55T
$2.6M 0.23%
11,465
+3,855
CGGR icon
117
Capital Group Growth ETF
CGGR
$17B
$2.59M 0.23%
63,652
MDLZ icon
118
Mondelez International
MDLZ
$79.8B
$2.56M 0.22%
37,892
-549
UL icon
119
Unilever
UL
$154B
$2.49M 0.22%
40,776
-99
ADM icon
120
Archer Daniels Midland
ADM
$29.8B
$2.48M 0.22%
46,895
+2,345
KMB icon
121
Kimberly-Clark
KMB
$40B
$2.44M 0.21%
18,930
+1,214
VDC icon
122
Vanguard Consumer Staples ETF
VDC
$7.39B
$2.41M 0.21%
10,997
+571
SPGI icon
123
S&P Global
SPGI
$152B
$2.4M 0.21%
4,552
+202
TMO icon
124
Thermo Fisher Scientific
TMO
$213B
$2.39M 0.21%
5,896
-5,726
RTX icon
125
RTX Corp
RTX
$240B
$2.37M 0.21%
16,253
-1,974
3 4
5
6 7