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
AJG icon
201
Arthur J. Gallagher & Co
AJG
$69.5B
$836K 0.08%
2,422
IYC icon
202
iShares US Consumer Discretionary ETF
IYC
$1.76B
$832K 0.08%
9,416
INTC icon
203
Intel
INTC
$201B
$810K 0.08%
35,665
-6,372
DGRW icon
204
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.9B
$785K 0.07%
9,825
NVS icon
205
Novartis
NVS
$240B
$783K 0.07%
7,026
-500
VRTX icon
206
Vertex Pharmaceuticals
VRTX
$108B
$783K 0.07%
1,615
+209
MOAT icon
207
VanEck Morningstar Wide Moat ETF
MOAT
$15.7B
$783K 0.07%
8,893
-390
NOC icon
208
Northrop Grumman
NOC
$85.1B
$781K 0.07%
1,526
+23
ALL icon
209
Allstate
ALL
$50.6B
$775K 0.07%
3,745
BSX icon
210
Boston Scientific
BSX
$150B
$771K 0.07%
7,645
-493
WY icon
211
Weyerhaeuser
WY
$17.2B
$768K 0.07%
26,244
+8
MO icon
212
Altria Group
MO
$106B
$761K 0.07%
12,682
-110
REGN icon
213
Regeneron Pharmaceuticals
REGN
$68.1B
$759K 0.07%
1,196
+191
BMY icon
214
Bristol-Myers Squibb
BMY
$87.7B
$758K 0.07%
12,431
-2,055
QDPL icon
215
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.28B
$750K 0.07%
20,540
L icon
216
Loews
L
$20.7B
$744K 0.07%
8,100
-100
XLF icon
217
Financial Select Sector SPDR Fund
XLF
$54.6B
$739K 0.07%
14,828
+3
FCCO icon
218
First Community Corp
FCCO
$210M
$731K 0.07%
32,424
TEL icon
219
TE Connectivity
TEL
$70.5B
$731K 0.07%
5,175
-100
BLK icon
220
Blackrock
BLK
$175B
$728K 0.07%
769
-10
BAX icon
221
Baxter International
BAX
$11.7B
$724K 0.07%
21,164
+701
VBR icon
222
Vanguard Small-Cap Value ETF
VBR
$31.6B
$721K 0.07%
3,869
-34
IWF icon
223
iShares Russell 1000 Growth ETF
IWF
$128B
$714K 0.07%
1,977
FOXA icon
224
Fox Class A
FOXA
$27.4B
$713K 0.07%
12,594
-298
CVS icon
225
CVS Health
CVS
$104B
$708K 0.07%
10,457
-1,446
7 8
9
10 11