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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$3.84M
3
+$2.53M
4
TSCO icon
Tractor Supply
TSCO
+$1.97M
5
UNH icon
UnitedHealth
UNH
+$1.42M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$2.29M
4
MELI icon
Mercado Libre
MELI
+$1.47M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M

Sector Composition

1 Technology 16.05%
2 Financials 13.93%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBUX icon
201
Starbucks
SBUX
$96.4B
$871K 0.08%
9,511
-393
TEL icon
202
TE Connectivity
TEL
$69.8B
$864K 0.08%
5,125
-50
GEV icon
203
GE Vernova
GEV
$157B
$864K 0.08%
1,633
NVS icon
204
Novartis
NVS
$252B
$838K 0.07%
6,926
-100
IWF icon
205
iShares Russell 1000 Growth ETF
IWF
$123B
$834K 0.07%
1,965
-12
DGRW icon
206
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$823K 0.07%
9,825
MOAT icon
207
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
$810K 0.07%
8,638
-255
XLF icon
208
Financial Select Sector SPDR Fund
XLF
$54B
$792K 0.07%
15,128
+300
FCCO icon
209
First Community Corp
FCCO
$213M
$790K 0.07%
32,424
BLK icon
210
Blackrock
BLK
$164B
$786K 0.07%
749
-20
QDPL icon
211
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.25B
$782K 0.07%
19,830
-710
APD icon
212
Air Products & Chemicals
APD
$57.7B
$782K 0.07%
2,771
-65
AJG icon
213
Arthur J. Gallagher & Co
AJG
$66.4B
$761K 0.07%
2,377
-45
ALL icon
214
Allstate
ALL
$56.1B
$755K 0.07%
3,750
+5
TMUS icon
215
T-Mobile US
TMUS
$242B
$752K 0.07%
3,158
+3,041
NOC icon
216
Northrop Grumman
NOC
$79.6B
$751K 0.07%
1,503
-23
VBR icon
217
Vanguard Small-Cap Value ETF
VBR
$30.9B
$745K 0.07%
3,821
-48
L icon
218
Loews
L
$21.6B
$724K 0.06%
7,900
-200
VRTX icon
219
Vertex Pharmaceuticals
VRTX
$111B
$720K 0.06%
1,617
+2
MS icon
220
Morgan Stanley
MS
$260B
$713K 0.06%
5,062
-949
C icon
221
Citigroup
C
$179B
$712K 0.06%
8,366
+5,808
INTC icon
222
Intel
INTC
$169B
$710K 0.06%
31,698
-3,967
CVS icon
223
CVS Health
CVS
$98.8B
$708K 0.06%
10,261
-196
VXUS icon
224
Vanguard Total International Stock ETF
VXUS
$108B
$695K 0.06%
10,060
+1,641
FOXA icon
225
Fox Class A
FOXA
$28.8B
$681K 0.06%
12,144
-450
7 8
9
10 11