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
TSCO icon
126
Tractor Supply
TSCO
$29.9B
$2.12M 0.2%
38,425
-1,040
PAYX icon
127
Paychex
PAYX
$45B
$2.06M 0.19%
13,344
SJM icon
128
J.M. Smucker
SJM
$11.2B
$2.02M 0.19%
17,037
+607
IBM icon
129
IBM
IBM
$293B
$1.99M 0.19%
8,009
+27
VO icon
130
Vanguard Mid-Cap ETF
VO
$89.6B
$1.97M 0.18%
7,607
-37
SON icon
131
Sonoco
SON
$3.89B
$1.96M 0.18%
41,595
-1,956
MTBA icon
132
Simplify MBS ETF
MTBA
$1.52B
$1.95M 0.18%
38,889
+4,600
SCHE icon
133
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$1.9M 0.18%
68,933
-3,650
VLO icon
134
Valero Energy
VLO
$53.2B
$1.88M 0.18%
14,223
+1,109
AMAT icon
135
Applied Materials
AMAT
$184B
$1.86M 0.17%
12,837
-75
LMT icon
136
Lockheed Martin
LMT
$113B
$1.86M 0.17%
4,165
VYMI icon
137
Vanguard International High Dividend Yield ETF
VYMI
$12.5B
$1.85M 0.17%
25,042
+1,520
IGRO icon
138
iShares International Dividend Growth ETF
IGRO
$1.21B
$1.83M 0.17%
25,262
-5,000
SNPS icon
139
Synopsys
SNPS
$86.4B
$1.82M 0.17%
4,235
+279
DHR icon
140
Danaher
DHR
$156B
$1.76M 0.16%
8,607
+3,652
WDAY icon
141
Workday
WDAY
$63.8B
$1.69M 0.16%
7,255
+245
LULU icon
142
lululemon athletica
LULU
$21.5B
$1.66M 0.15%
5,852
+161
SSB icon
143
SouthState Bank Corp
SSB
$9.14B
$1.65M 0.15%
17,756
BK icon
144
Bank of New York Mellon
BK
$75B
$1.64M 0.15%
19,531
-429
GSK icon
145
GSK
GSK
$88B
$1.58M 0.15%
40,908
-550
DGRO icon
146
iShares Core Dividend Growth ETF
DGRO
$36B
$1.57M 0.15%
25,376
-585
VB icon
147
Vanguard Small-Cap ETF
VB
$68.8B
$1.56M 0.15%
7,050
-26
INTU icon
148
Intuit
INTU
$191B
$1.5M 0.14%
2,442
+54
NOBL icon
149
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$1.47M 0.14%
14,352
-18
CLX icon
150
Clorox
CLX
$14.1B
$1.45M 0.14%
9,864
-633
4 5
6
7 8