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
IWF icon
201
iShares Russell 1000 Growth ETF
IWF
$125B
$920K 0.08%
1,965
FCCO icon
202
First Community Corp
FCCO
$231M
$916K 0.08%
32,454
+30
DHR icon
203
Danaher
DHR
$163B
$915K 0.08%
4,614
-4,317
DGRW icon
204
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
$913K 0.08%
10,261
+436
IYC icon
205
iShares US Consumer Discretionary ETF
IYC
$1.57B
$900K 0.07%
8,587
-364
NOC icon
206
Northrop Grumman
NOC
$79.3B
$894K 0.07%
1,468
-35
BLK icon
207
Blackrock
BLK
$171B
$873K 0.07%
749
INTC icon
208
Intel
INTC
$188B
$870K 0.07%
25,932
-5,766
CI icon
209
Cigna
CI
$70.1B
$865K 0.07%
3,002
-2,019
NVS icon
210
Novartis
NVS
$254B
$863K 0.07%
6,726
-200
CPRT icon
211
Copart
CPRT
$37.5B
$855K 0.07%
19,012
VBR icon
212
Vanguard Small-Cap Value ETF
VBR
$32.9B
$846K 0.07%
4,053
+232
GDX icon
213
VanEck Gold Miners ETF
GDX
$25.3B
$842K 0.07%
11,025
-25
MS icon
214
Morgan Stanley
MS
$287B
$842K 0.07%
5,295
+233
XLF icon
215
State Street Financial Select Sector SPDR ETF
XLF
$53.3B
$831K 0.07%
15,431
+303
MOAT icon
216
VanEck Morningstar Wide Moat ETF
MOAT
$13.1B
$825K 0.07%
8,328
-310
SCHP icon
217
Schwab US TIPS ETF
SCHP
$14.6B
$814K 0.07%
30,187
-9,585
TRV icon
218
Travelers Companies
TRV
$62.1B
$806K 0.07%
2,885
+1,782
ALL icon
219
Allstate
ALL
$52.6B
$805K 0.07%
3,750
CTSH icon
220
Cognizant
CTSH
$40.2B
$795K 0.07%
11,860
+500
LHX icon
221
L3Harris
LHX
$54.2B
$789K 0.07%
2,583
L icon
222
Loews
L
$21.2B
$783K 0.06%
7,800
-100
SBUX icon
223
Starbucks
SBUX
$96.4B
$779K 0.06%
9,208
-303
CVS icon
224
CVS Health
CVS
$103B
$774K 0.06%
10,264
+3
FOXA icon
225
Fox Class A
FOXA
$31.8B
$766K 0.06%
12,145
+1
7 8
9
10 11