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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
MDLZ icon
126
Mondelez International
MDLZ
$82.4B
$2.18M 0.18%
37,814
+343
BNY
127
Bank of New York Mellon
BNY
$95.9B
$2.17M 0.18%
18,269
-408
AFL icon
128
Aflac
AFL
$59.6B
$2.15M 0.18%
19,574
IGRO icon
129
iShares International Dividend Growth ETF
IGRO
$1.23B
$2.12M 0.18%
25,262
VO icon
130
Vanguard Mid-Cap ETF
VO
$101B
$2.04M 0.17%
28,440
-44
IBM icon
131
IBM
IBM
$256B
$2.03M 0.17%
8,355
+60
BA icon
132
Boeing
BA
$165B
$2.01M 0.17%
10,081
+377
AJG icon
133
Arthur J. Gallagher & Co
AJG
$56.6B
$1.99M 0.17%
9,189
+835
DGRO icon
134
iShares Core Dividend Growth ETF
DGRO
$40.3B
$1.98M 0.17%
28,278
+3,029
LIN icon
135
Linde
LIN
$235B
$1.97M 0.16%
3,968
-106
UL icon
136
Unilever
UL
$127B
$1.96M 0.16%
34,418
-1,414
SCHE icon
137
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$1.94M 0.16%
58,952
-319
GSK icon
138
GSK
GSK
$103B
$1.85M 0.15%
33,440
-1,950
KMB icon
139
Kimberly-Clark
KMB
$33.7B
$1.84M 0.15%
19,062
+5,026
VEU icon
140
Vanguard FTSE All-World ex-US ETF
VEU
$64.2B
$1.81M 0.15%
24,136
+3,717
ASML icon
141
ASML
ASML
$668B
$1.77M 0.15%
1,340
-7
VB icon
142
Vanguard Small-Cap ETF
VB
$77B
$1.73M 0.14%
6,604
+12
AMGN icon
143
Amgen
AMGN
$182B
$1.72M 0.14%
4,884
-96
COP icon
144
ConocoPhillips
COP
$146B
$1.71M 0.14%
12,960
-404
PYPL icon
145
PayPal
PYPL
$35.9B
$1.7M 0.14%
37,604
+135
EMXC icon
146
iShares MSCI Emerging Markets ex China ETF
EMXC
$23B
$1.69M 0.14%
21,525
IWD icon
147
iShares Russell 1000 Value ETF
IWD
$74.5B
$1.69M 0.14%
7,917
+16
NOBL icon
148
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$1.69M 0.14%
31,880
+2,452
VYM icon
149
Vanguard High Dividend Yield ETF
VYM
$77.8B
$1.69M 0.14%
11,399
+840
SJM icon
150
J.M. Smucker
SJM
$12.5B
$1.67M 0.14%
17,271
+2,585
4 5
6
7 8