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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$1.36M
3
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1
+$21.1M
2
+$6.19M
3
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXUS icon
201
Vanguard Total International Stock ETF
VXUS
$149B
$933K 0.08%
12,098
+1,212
ALNY icon
202
Alnylam Pharmaceuticals
ALNY
$38.2B
$933K 0.08%
2,819
+124
VBR icon
203
Vanguard Small-Cap Value ETF
VBR
$35.9B
$907K 0.08%
4,176
+137
SNPS icon
204
Synopsys
SNPS
$88.4B
$907K 0.08%
2,288
+8
EW icon
205
Edwards Lifesciences
EW
$49.8B
$902K 0.08%
11,269
-419
DGRW icon
206
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$902K 0.08%
10,264
+1
LHX icon
207
L3Harris
LHX
$57.4B
$892K 0.07%
2,583
L icon
208
Loews
L
$22.2B
$823K 0.07%
7,715
-35
IYC icon
209
iShares US Consumer Discretionary ETF
IYC
$1.16B
$823K 0.07%
8,494
+11
DHR icon
210
Danaher
DHR
$129B
$817K 0.07%
4,307
-140
CHKP icon
211
Check Point Software Technologies
CHKP
$12.8B
$802K 0.07%
5,615
+5
CI icon
212
Cigna
CI
$78.3B
$800K 0.07%
2,998
BMY icon
213
Bristol-Myers Squibb
BMY
$115B
$797K 0.07%
13,144
+1,827
ADI icon
214
Analog Devices
ADI
$197B
$791K 0.07%
2,485
MS icon
215
Morgan Stanley
MS
$329B
$786K 0.07%
4,777
-37
IMKTA icon
216
Ingles Markets
IMKTA
$1.78B
$782K 0.07%
8,700
+850
MOAT icon
217
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$768K 0.06%
7,944
-425
XLF icon
218
State Street Financial Select Sector SPDR ETF
XLF
$48.9B
$759K 0.06%
15,379
+25
TRV icon
219
Travelers Companies
TRV
$64.6B
$752K 0.06%
2,578
+11
UBER icon
220
Uber
UBER
$138B
$748K 0.06%
10,396
-19,967
ALL icon
221
Allstate
ALL
$57.4B
$747K 0.06%
3,601
-152
VBK icon
222
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$745K 0.06%
2,465
-20
D icon
223
Dominion Energy
D
$59.2B
$741K 0.06%
11,988
+775
SBUX icon
224
Starbucks
SBUX
$115B
$739K 0.06%
8,247
-308
MO icon
225
Altria Group
MO
$122B
$738K 0.06%
11,188
-265
7 8
9
10 11