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
PYPL icon
126
PayPal
PYPL
$40.8B
$2.19M 0.18%
37,469
+1,487
BK icon
127
Bank of New York Mellon
BK
$80.6B
$2.17M 0.18%
18,677
-200
AJG icon
128
Arthur J. Gallagher & Co
AJG
$52.5B
$2.16M 0.18%
8,354
+5,977
AFL icon
129
Aflac
AFL
$56.6B
$2.16M 0.18%
19,574
-100
LULU icon
130
lululemon athletica
LULU
$18.6B
$2.15M 0.17%
10,323
+3,701
BA icon
131
Boeing
BA
$161B
$2.11M 0.17%
9,704
+309
IGRO icon
132
iShares International Dividend Growth ETF
IGRO
$1.17B
$2.09M 0.17%
25,262
VO icon
133
Vanguard Mid-Cap ETF
VO
$91.9B
$2.07M 0.17%
7,121
-10
MDLZ icon
134
Mondelez International
MDLZ
$69.7B
$2.02M 0.16%
37,471
-373
LMT icon
135
Lockheed Martin
LMT
$150B
$1.97M 0.16%
4,071
-25
SCHE icon
136
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$1.94M 0.16%
59,271
-816
FISV
137
Fiserv Inc
FISV
$30B
$1.9M 0.15%
28,290
-5,434
ADM icon
138
Archer Daniels Midland
ADM
$34.9B
$1.89M 0.15%
32,915
-11,782
SON icon
139
Sonoco
SON
$5.2B
$1.85M 0.15%
42,332
+453
WDAY icon
140
Workday
WDAY
$35.3B
$1.79M 0.15%
8,316
+563
DGRO icon
141
iShares Core Dividend Growth ETF
DGRO
$37.3B
$1.75M 0.14%
25,249
-713
SPGI icon
142
S&P Global
SPGI
$125B
$1.74M 0.14%
3,338
-1,335
INTU icon
143
Intuit
INTU
$120B
$1.74M 0.14%
2,633
+46
LIN icon
144
Linde
LIN
$227B
$1.74M 0.14%
4,074
+637
GSK icon
145
GSK
GSK
$109B
$1.74M 0.14%
35,390
-510
VB icon
146
Vanguard Small-Cap ETF
VB
$70B
$1.7M 0.14%
6,592
+15
SSB icon
147
SouthState Bank Corp
SSB
$8.87B
$1.68M 0.14%
17,838
+37
AMD icon
148
Advanced Micro Devices
AMD
$322B
$1.66M 0.14%
7,762
-90
IWD icon
149
iShares Russell 1000 Value ETF
IWD
$67.6B
$1.66M 0.14%
7,901
+153
AMGN icon
150
Amgen
AMGN
$198B
$1.63M 0.13%
4,980
+4
4 5
6
7 8