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
FTEC icon
101
Fidelity MSCI Information Technology Index ETF
FTEC
$17B
$2.68M 0.25%
16,595
+14
VTV icon
102
Vanguard Value ETF
VTV
$149B
$2.65M 0.25%
15,339
+387
VIS icon
103
Vanguard Industrials ETF
VIS
$6.42B
$2.63M 0.25%
10,614
+20
MDLZ icon
104
Mondelez International
MDLZ
$79.8B
$2.61M 0.24%
38,441
-499
CSX icon
105
CSX Corp
CSX
$67B
$2.58M 0.24%
87,757
-122
TROW icon
106
T. Rowe Price
TROW
$23.1B
$2.56M 0.24%
27,876
+236
GS icon
107
Goldman Sachs
GS
$244B
$2.54M 0.24%
4,641
+23
KMB icon
108
Kimberly-Clark
KMB
$40B
$2.52M 0.24%
17,716
+260
UBER icon
109
Uber
UBER
$201B
$2.48M 0.23%
34,056
+2,858
VIG icon
110
Vanguard Dividend Appreciation ETF
VIG
$99.8B
$2.48M 0.23%
12,760
+4
AXP icon
111
American Express
AXP
$249B
$2.46M 0.23%
9,153
+127
UL icon
112
Unilever
UL
$154B
$2.43M 0.23%
40,875
+1
RTX icon
113
RTX Corp
RTX
$240B
$2.41M 0.23%
18,227
-98
GE icon
114
GE Aerospace
GE
$330B
$2.41M 0.22%
12,038
+273
CMCSA icon
115
Comcast
CMCSA
$109B
$2.35M 0.22%
63,633
-2,064
DG icon
116
Dollar General
DG
$22.6B
$2.31M 0.22%
26,305
+673
SCHW icon
117
Charles Schwab
SCHW
$172B
$2.31M 0.22%
29,487
+1,509
VDC icon
118
Vanguard Consumer Staples ETF
VDC
$7.39B
$2.28M 0.21%
10,426
+404
PYPL icon
119
PayPal
PYPL
$67.1B
$2.28M 0.21%
34,911
+85
TSLA icon
120
Tesla
TSLA
$1.5T
$2.26M 0.21%
8,712
+316
VUG icon
121
Vanguard Growth ETF
VUG
$203B
$2.23M 0.21%
6,022
+382
AFL icon
122
Aflac
AFL
$57.5B
$2.23M 0.21%
20,024
-260
SPGI icon
123
S&P Global
SPGI
$152B
$2.21M 0.21%
4,350
-237
CGGR icon
124
Capital Group Growth ETF
CGGR
$17B
$2.18M 0.2%
63,652
ADM icon
125
Archer Daniels Midland
ADM
$29.8B
$2.14M 0.2%
44,550
+1,718
3 4
5
6 7