AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$2.65M
3
+$1.7M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.69M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.58M

Top Sells

1
+$9.38M
2
+$3.83M
3
+$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTSH icon
201
Cognizant
CTSH
$29.3B
$984K 0.08%
11,860
FCCO icon
202
First Community Corp
FCCO
$263M
$980K 0.08%
33,046
+592
BSX icon
203
Boston Scientific
BSX
$102B
$962K 0.08%
10,086
+573
GDX icon
204
VanEck Gold Miners ETF
GDX
$31.4B
$946K 0.08%
11,025
CL icon
205
Colgate-Palmolive
CL
$70.5B
$930K 0.08%
11,768
-120
TMUS icon
206
T-Mobile US
TMUS
$236B
$928K 0.08%
4,571
+299
NVS icon
207
Novartis
NVS
$294B
$927K 0.08%
6,726
DGRW icon
208
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.6B
$918K 0.07%
10,263
+2
FOXA icon
209
Fox Class A
FOXA
$24.6B
$879K 0.07%
12,029
-116
IYC icon
210
iShares US Consumer Discretionary ETF
IYC
$1.19B
$875K 0.07%
8,483
-104
MOAT icon
211
VanEck Morningstar Wide Moat ETF
MOAT
$12B
$867K 0.07%
8,369
+41
VBR icon
212
Vanguard Small-Cap Value ETF
VBR
$32.3B
$855K 0.07%
4,039
-14
MS icon
213
Morgan Stanley
MS
$245B
$855K 0.07%
4,814
-481
XLF icon
214
State Street Financial Select Sector SPDR ETF
XLF
$46.7B
$841K 0.07%
15,354
-77
NOC icon
215
Northrop Grumman
NOC
$104B
$837K 0.07%
1,468
ACN icon
216
Accenture
ACN
$121B
$826K 0.07%
3,077
-1,554
CI icon
217
Cigna
CI
$70.1B
$825K 0.07%
2,998
-4
VXUS icon
218
Vanguard Total International Stock ETF
VXUS
$135B
$821K 0.07%
10,886
+487
L icon
219
Loews
L
$22.3B
$816K 0.07%
7,750
-50
CVS icon
220
CVS Health
CVS
$96.8B
$807K 0.07%
10,167
-97
BLK icon
221
Blackrock
BLK
$144B
$801K 0.07%
748
-1
INTC icon
222
Intel
INTC
$226B
$799K 0.06%
21,656
-4,276
VOT icon
223
Vanguard Mid-Cap Growth ETF
VOT
$16.9B
$792K 0.06%
2,837
+319
SCHP icon
224
Schwab US TIPS ETF
SCHP
$15.7B
$786K 0.06%
29,688
-499
ALL icon
225
Allstate
ALL
$53.2B
$781K 0.06%
3,753
+3
7 8
9
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