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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOW icon
176
ServiceNow
NOW
$196B
$1.21M 0.11%
1,174
-16
EPD icon
177
Enterprise Products Partners
EPD
$67.5B
$1.18M 0.1%
38,135
+1,800
COP icon
178
ConocoPhillips
COP
$111B
$1.18M 0.1%
13,130
+1,043
KMI icon
179
Kinder Morgan
KMI
$58.2B
$1.15M 0.1%
39,074
+2,140
ET icon
180
Energy Transfer Partners
ET
$58B
$1.14M 0.1%
63,030
-625
AMD icon
181
Advanced Micro Devices
AMD
$421B
$1.11M 0.1%
7,834
-1,626
CRM icon
182
Salesforce
CRM
$243B
$1.1M 0.1%
4,044
+157
BA icon
183
Boeing
BA
$169B
$1.1M 0.1%
5,236
-175
WFC icon
184
Wells Fargo
WFC
$274B
$1.08M 0.1%
13,519
-5
CL icon
185
Colgate-Palmolive
CL
$62.9B
$1.08M 0.09%
11,888
-100
CLX icon
186
Clorox
CLX
$14.1B
$1.08M 0.09%
8,979
-885
SCHP icon
187
Schwab US TIPS ETF
SCHP
$14.5B
$1.06M 0.09%
39,772
+42
LH icon
188
Labcorp
LH
$22.9B
$1.05M 0.09%
4,016
VPU icon
189
Vanguard Utilities ETF
VPU
$8.04B
$1.05M 0.09%
5,931
+135
ASML icon
190
ASML
ASML
$411B
$1.03M 0.09%
1,282
-298
ECL icon
191
Ecolab
ECL
$79.3B
$1.02M 0.09%
3,777
+15
EW icon
192
Edwards Lifesciences
EW
$47.4B
$975K 0.09%
12,461
-29,279
IJH icon
193
iShares Core S&P Mid-Cap ETF
IJH
$102B
$954K 0.08%
15,382
-58
CPRT icon
194
Copart
CPRT
$42.7B
$933K 0.08%
19,012
-900
EQH icon
195
Equitable Holdings
EQH
$14.7B
$918K 0.08%
16,367
PLTR icon
196
Palantir
PLTR
$449B
$912K 0.08%
6,691
+6,212
BSX icon
197
Boston Scientific
BSX
$152B
$893K 0.08%
8,314
+669
IYC icon
198
iShares US Consumer Discretionary ETF
IYC
$1.76B
$892K 0.08%
8,951
-465
NVO icon
199
Novo Nordisk
NVO
$235B
$887K 0.08%
12,847
-750
CTSH icon
200
Cognizant
CTSH
$33.2B
$886K 0.08%
11,360
-185
6 7
8
9 10