AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$934K
4
BA icon
Boeing
BA
+$898K
5
VUG icon
Vanguard Growth ETF
VUG
+$857K

Top Sells

1
+$1.38M
2
+$907K
3
+$856K
4
AAPL icon
Apple
AAPL
+$850K
5
GLW icon
Corning
GLW
+$814K

Sector Composition

1 Technology 16.43%
2 Financials 13.18%
3 Healthcare 9.79%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UL icon
126
Unilever
UL
$141B
$2.4M 0.2%
40,527
-249
KMB icon
127
Kimberly-Clark
KMB
$34.2B
$2.39M 0.2%
19,258
+328
MDLZ icon
128
Mondelez International
MDLZ
$69.4B
$2.36M 0.2%
37,844
-48
SPGI icon
129
S&P Global
SPGI
$151B
$2.27M 0.19%
4,673
+121
AFL icon
130
Aflac
AFL
$56.2B
$2.2M 0.18%
19,674
VYMI icon
131
Vanguard International High Dividend Yield ETF
VYMI
$14.2B
$2.18M 0.18%
25,729
-168
VO icon
132
Vanguard Mid-Cap ETF
VO
$91.5B
$2.09M 0.17%
7,131
-80
BK icon
133
Bank of New York Mellon
BK
$82.6B
$2.06M 0.17%
18,877
-256
LMT icon
134
Lockheed Martin
LMT
$110B
$2.04M 0.17%
4,096
-69
BA icon
135
Boeing
BA
$157B
$2.03M 0.17%
9,395
+4,159
IGRO icon
136
iShares International Dividend Growth ETF
IGRO
$1.12B
$2.01M 0.17%
25,262
SCHE icon
137
Schwab Emerging Markets Equity ETF
SCHE
$11.1B
$2.01M 0.17%
60,087
-1,125
SJM icon
138
J.M. Smucker
SJM
$10.6B
$1.91M 0.16%
17,546
-285
WDAY icon
139
Workday
WDAY
$58.9B
$1.87M 0.15%
7,753
-119
CMCSA icon
140
Comcast
CMCSA
$101B
$1.84M 0.15%
58,614
+731
SON icon
141
Sonoco
SON
$4.14B
$1.8M 0.15%
41,879
+143
DGRO icon
142
iShares Core Dividend Growth ETF
DGRO
$36.1B
$1.77M 0.15%
25,962
-137
INTU icon
143
Intuit
INTU
$184B
$1.77M 0.15%
2,587
+62
SSB icon
144
SouthState Bank Corp
SSB
$9.56B
$1.76M 0.15%
17,801
+35
MU icon
145
Micron Technology
MU
$291B
$1.7M 0.14%
10,135
VB icon
146
Vanguard Small-Cap ETF
VB
$70.9B
$1.67M 0.14%
6,577
-270
PAYX icon
147
Paychex
PAYX
$40.6B
$1.65M 0.14%
13,040
-240
ASML icon
148
ASML
ASML
$436B
$1.64M 0.14%
1,696
+414
LIN icon
149
Linde
LIN
$188B
$1.63M 0.14%
3,437
+152
IWD icon
150
iShares Russell 1000 Value ETF
IWD
$68.8B
$1.58M 0.13%
7,748
+162
4 5
6
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