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
MCO icon
176
Moody's
MCO
$88B
$1.18M 0.11%
2,532
IJR icon
177
iShares Core S&P Small-Cap ETF
IJR
$87.1B
$1.17M 0.11%
11,163
-2,900
MELI icon
178
Mercado Libre
MELI
$115B
$1.15M 0.11%
587
+9
ZBH icon
179
Zimmer Biomet
ZBH
$20.1B
$1.13M 0.11%
9,973
-1,250
CPRT icon
180
Copart
CPRT
$42.7B
$1.13M 0.11%
19,912
-600
CL icon
181
Colgate-Palmolive
CL
$62.5B
$1.12M 0.1%
11,988
SCHP icon
182
Schwab US TIPS ETF
SCHP
$14.5B
$1.07M 0.1%
39,730
-1,418
KMI icon
183
Kinder Morgan
KMI
$57.7B
$1.05M 0.1%
36,934
+76
ASML icon
184
ASML
ASML
$411B
$1.05M 0.1%
1,580
-27
CRM icon
185
Salesforce
CRM
$246B
$1.04M 0.1%
3,887
+83
VPU icon
186
Vanguard Utilities ETF
VPU
$7.94B
$990K 0.09%
5,796
+134
MU icon
187
Micron Technology
MU
$248B
$976K 0.09%
11,235
+4,000
AMD icon
188
Advanced Micro Devices
AMD
$426B
$972K 0.09%
9,460
+1,574
SBUX icon
189
Starbucks
SBUX
$98.7B
$972K 0.09%
9,904
-464
WFC icon
190
Wells Fargo
WFC
$273B
$971K 0.09%
13,524
+17
ECL icon
191
Ecolab
ECL
$76.5B
$954K 0.09%
3,762
NOW icon
192
ServiceNow
NOW
$195B
$947K 0.09%
1,190
+35
NVO icon
193
Novo Nordisk
NVO
$232B
$944K 0.09%
13,597
+150
LH icon
194
Labcorp
LH
$22B
$935K 0.09%
4,016
-50
BA icon
195
Boeing
BA
$170B
$923K 0.09%
5,411
+50
IJH icon
196
iShares Core S&P Mid-Cap ETF
IJH
$101B
$901K 0.08%
15,440
CTSH icon
197
Cognizant
CTSH
$33.3B
$883K 0.08%
11,545
-100
SPLG icon
198
SPDR Portfolio S&P 500 ETF
SPLG
$91.3B
$854K 0.08%
12,990
+269
EQH icon
199
Equitable Holdings
EQH
$14.4B
$853K 0.08%
16,367
-747
APD icon
200
Air Products & Chemicals
APD
$56.9B
$836K 0.08%
2,836
-90
6 7
8
9 10