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
MSFT icon
1
Microsoft
MSFT
$3.95T
$39.4M 3.68%
105,030
+1,813
V icon
2
Visa
V
$675B
$37.5M 3.5%
107,100
+4,159
AAPL icon
3
Apple
AAPL
$3.99T
$30.1M 2.81%
135,648
+5,839
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$62.7B
$25M 2.33%
1,133,017
+9,890
BSCR icon
5
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$20.5M 1.91%
1,046,203
+104,344
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.05T
$19.9M 1.85%
37,326
-2,145
QQQ icon
7
Invesco QQQ Trust
QQQ
$399B
$19.6M 1.83%
41,755
+680
BSCQ icon
8
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$19.3M 1.8%
992,493
+16,233
BSCS icon
9
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$19M 1.77%
934,159
+926,497
ABBV icon
10
AbbVie
ABBV
$403B
$17.8M 1.66%
84,926
-5,805
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$3.26T
$16.2M 1.51%
104,476
+1,677
FCNCA icon
12
First Citizens BancShares
FCNCA
$23.1B
$15.7M 1.46%
8,451
-92
VGT icon
13
Vanguard Information Technology ETF
VGT
$114B
$15.6M 1.46%
28,837
+387
JNJ icon
14
Johnson & Johnson
JNJ
$458B
$14.3M 1.33%
86,258
-5,367
GOOG icon
15
Alphabet (Google) Class C
GOOG
$3.26T
$14.2M 1.33%
90,936
+1,635
AMZN icon
16
Amazon
AMZN
$2.42T
$13.3M 1.24%
69,876
+2,079
UNH icon
17
UnitedHealth
UNH
$331B
$12.3M 1.15%
23,542
+570
XOM icon
18
Exxon Mobil
XOM
$494B
$12.1M 1.13%
102,018
+741
LLY icon
19
Eli Lilly
LLY
$741B
$11.6M 1.08%
14,016
-29
META icon
20
Meta Platforms (Facebook)
META
$1.89T
$11.4M 1.06%
19,761
-229
PG icon
21
Procter & Gamble
PG
$355B
$11.1M 1.03%
65,106
+22
LOW icon
22
Lowe's Companies
LOW
$137B
$10.6M 0.99%
45,492
-171
UNP icon
23
Union Pacific
UNP
$129B
$10.3M 0.96%
43,643
-90
DUK icon
24
Duke Energy
DUK
$99.1B
$9.94M 0.93%
81,521
+270
JPM icon
25
JPMorgan Chase
JPM
$828B
$9.8M 0.91%
39,963
-334
1
2 3 4 5