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
SNPS icon
176
Synopsys
SNPS
$91B
$1.18M 0.1%
2,382
-76
CHKP icon
177
Check Point Software Technologies
CHKP
$21.2B
$1.17M 0.1%
5,670
WFC icon
178
Wells Fargo
WFC
$291B
$1.17M 0.1%
13,947
+428
CLX icon
179
Clorox
CLX
$12.5B
$1.17M 0.1%
9,467
+488
EPD icon
180
Enterprise Products Partners
EPD
$69.7B
$1.16M 0.1%
37,135
-1,000
LH icon
181
Labcorp
LH
$21.7B
$1.15M 0.1%
4,016
VPU icon
182
Vanguard Utilities ETF
VPU
$7.86B
$1.15M 0.1%
6,061
+130
ACN icon
183
Accenture
ACN
$169B
$1.14M 0.09%
4,631
+481
SHOP icon
184
Shopify
SHOP
$214B
$1.13M 0.09%
7,582
+6,772
TEL icon
185
TE Connectivity
TEL
$71.8B
$1.13M 0.09%
5,125
KMI icon
186
Kinder Morgan
KMI
$59.2B
$1.1M 0.09%
38,981
-93
CRM icon
187
Salesforce
CRM
$246B
$1.1M 0.09%
4,646
+602
ET icon
188
Energy Transfer Partners
ET
$56.3B
$1.08M 0.09%
63,030
QDPL icon
189
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.38B
$1.06M 0.09%
25,228
+5,398
ECL icon
190
Ecolab
ECL
$72.9B
$1.03M 0.09%
3,777
ALNY icon
191
Alnylam Pharmaceuticals
ALNY
$53.4B
$1.03M 0.08%
2,249
+2,049
TMUS icon
192
T-Mobile US
TMUS
$218B
$1.02M 0.08%
4,272
+1,114
GEV icon
193
GE Vernova
GEV
$191B
$1M 0.08%
1,633
IJH icon
194
iShares Core S&P Mid-Cap ETF
IJH
$104B
$1M 0.08%
15,348
-34
PLTR icon
195
Palantir
PLTR
$447B
$980K 0.08%
5,374
-1,317
CL icon
196
Colgate-Palmolive
CL
$62.3B
$950K 0.08%
11,888
EW icon
197
Edwards Lifesciences
EW
$48.7B
$936K 0.08%
12,034
-427
VRTX icon
198
Vertex Pharmaceuticals
VRTX
$113B
$935K 0.08%
2,387
+770
C icon
199
Citigroup
C
$200B
$929K 0.08%
9,154
+788
BSX icon
200
Boston Scientific
BSX
$136B
$929K 0.08%
9,513
+1,199
6 7
8
9 10