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
IBM icon
126
IBM
IBM
$293B
$2.36M 0.21%
8,018
+9
AMAT icon
127
Applied Materials
AMAT
$184B
$2.32M 0.2%
12,684
-153
VLO icon
128
Valero Energy
VLO
$53.2B
$2.3M 0.2%
17,133
+2,910
MTBA icon
129
Simplify MBS ETF
MTBA
$1.52B
$2.11M 0.19%
42,213
+3,324
AFL icon
130
Aflac
AFL
$57.5B
$2.07M 0.18%
19,674
-350
VYMI icon
131
Vanguard International High Dividend Yield ETF
VYMI
$12.5B
$2.07M 0.18%
25,897
+855
CMCSA icon
132
Comcast
CMCSA
$109B
$2.07M 0.18%
57,883
-5,750
VO icon
133
Vanguard Mid-Cap ETF
VO
$89.6B
$2.02M 0.18%
7,211
-396
IGRO icon
134
iShares International Dividend Growth ETF
IGRO
$1.21B
$1.99M 0.17%
25,262
INTU icon
135
Intuit
INTU
$191B
$1.99M 0.17%
2,525
+83
PAYX icon
136
Paychex
PAYX
$45B
$1.93M 0.17%
13,280
-64
LMT icon
137
Lockheed Martin
LMT
$113B
$1.93M 0.17%
4,165
WDAY icon
138
Workday
WDAY
$63.8B
$1.89M 0.17%
7,872
+617
SCHE icon
139
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$1.84M 0.16%
61,212
-7,721
SON icon
140
Sonoco
SON
$3.89B
$1.82M 0.16%
41,736
+141
DHR icon
141
Danaher
DHR
$156B
$1.76M 0.15%
8,931
+324
SJM icon
142
J.M. Smucker
SJM
$11.2B
$1.75M 0.15%
17,831
+794
BK icon
143
Bank of New York Mellon
BK
$75B
$1.74M 0.15%
19,133
-398
DGRO icon
144
iShares Core Dividend Growth ETF
DGRO
$36B
$1.67M 0.15%
26,099
+723
CI icon
145
Cigna
CI
$82.5B
$1.66M 0.15%
5,021
+773
LULU icon
146
lululemon athletica
LULU
$21.5B
$1.64M 0.14%
6,900
+1,048
SSB icon
147
SouthState Bank Corp
SSB
$9.14B
$1.64M 0.14%
17,766
+10
VB icon
148
Vanguard Small-Cap ETF
VB
$68.8B
$1.62M 0.14%
6,847
-203
T icon
149
AT&T
T
$181B
$1.55M 0.14%
53,390
+2,447
LIN icon
150
Linde
LIN
$209B
$1.54M 0.14%
3,285
+458
4 5
6
7 8