ASSET ADVISORS CORP

data from 30/06/2018

Capitalization

$ 574.680 M -3.31 %

Average holding period

18 ans

Performance

$ -9.373 B 27 931 426.93 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ASSET ADVISORS CORP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2018/06/30 SCHD SCH US DIV EQUITY ETF 12.13% 69.681 M $ 1413686 2011/12/31 385.939 K $ 0.55 %
2018/06/30 MSFT MICROSOFT CORP 4.75% 27.270 M $ 276545 2011/03/31 2.053 M $ 8.04 %
2018/06/30 DVY ISHARES TR DOW SEL DIV 3.84% 22.053 M $ 225634 2011/06/30 601.667 K $ 2.75 %
2018/06/30 JNJ JOHNSON & JOHNSON 3.51% 20.186 M $ 166357 2011/03/31 -1.145 M $ -5.31 %
2018/06/30 SCHB SCH US BROAD MKT ETF 3.31% 19.018 M $ 288200 2014/12/31 633.521 K $ 3.48 %
2018/06/30 INTU INTUIT INC 3.24% 18.640 M $ 91235 2011/06/30 2.857 M $ 17.86 %
2018/06/30 ACN ACCENTURE PLC 3.20% 18.374 M $ 112315 2011/03/31 1.139 M $ 6.57 %
2018/06/30 MMM 3M CO 3.08% 17.691 M $ 89928 2011/03/31 -1.735 M $ -8.69 %
2018/06/30 SSB SOUTH STATE CORP 2.87% 16.514 M $ 191468 2017/03/31 164.788 K $ 1.11 %
2018/06/30 COST COSTCO WHOLESALE CORP 2.75% 15.802 M $ 75615 2011/03/31 1.553 M $ 10.91 %
2018/06/30 MAR MARRIOTT INTERNATIONAL INC 2.75% 15.796 M $ 124767 2013/12/31 -1.175 M $ -6.90 %
2018/06/30 PAYX PAYCHEX INC 2.71% 15.564 M $ 227710 2011/03/31 1.570 M $ 10.98 %
2018/06/30 CHD CHURCH & DWIGHT CO INC 2.46% 14.160 M $ 266370 2011/03/31 775.515 K $ 5.56 %
2018/06/30 KO COCA-COLA CO 2.28% 13.105 M $ 298786 2011/03/31 131.699 K $ 0.99 %
2018/06/30 XLK SELECT SECTOR SPDR-TECHNOLOGY 2.22% 12.769 M $ 183809 2011/03/31 767.916 K $ 6.19 %
2018/06/30 AMZN AMAZON.COM INC. 1.93% 11.101 M $ 6531 2015/12/31 1.654 M $ 17.44 %
2018/06/30 AWK AMERICAN WATER WORKS CO 1.82% 10.436 M $ 122227 2011/03/31 395.655 K $ 3.96 %
2018/06/30 CCL CARNIVAL CORP 1.79% 10.287 M $ 179489 2011/03/31 -1.510 M $ -12.61 %
2018/06/30 ABBV ABBVIE INC 1.72% 9.883 M $ 106665 2013/03/31 -216.790 K $ -2.11 %
2018/06/30 BLK BLACKROCK INC 1.56% 8.955 M $ 17945 2013/06/30 -766.959 K $ -7.88 %
2018/06/30 FDX FEDEX CORP 1.55% 8.921 M $ 39290 2011/03/31 -527.089 K $ -5.44 %
2018/06/30 SCHW SCHWAB CHARLES CORP 1.53% 8.784 M $ 171900 2011/03/31 -199.135 K $ -2.14 %
2018/06/30 CTAS CINTAS CORP 1.51% 8.698 M $ 47000 2012/12/31 675.781 K $ 8.49 %
2018/06/30 UNITED TECHNOLOGIES CORP 1.50% 8.634 M $ 69058 2011/03/31 -56.166 K $ -0.64 %
2018/06/30 BRK-B BERKSHIRE HATHAWAY B NEW 1.38% 7.904 M $ 42347 2011/03/31 -547.738 K $ -6.43 %
2018/06/30 SCHM SCH US MID CAP ETF 1.30% 7.443 M $ 135605 2017/03/31 303.540 K $ 3.80 %
2018/06/30 TROW T ROWE PRICE GROUP INC 1.28% 7.339 M $ 63215 2011/03/31 514.117 K $ 7.52 %
2018/06/30 ABT ABBOTT LABORATORIES 1.22% 7.018 M $ 115065 2011/03/31 124.082 K $ 1.79 %
2018/06/30 DIS WALT DISNEY 1.20% 6.896 M $ 65800 2011/03/31 277.966 K $ 4.35 %
2018/06/30 SCHWAB TOTAL STOCK MKT INDEX F 1.14% 6.551 M $ 134259 2013/12/31 257.735 K $ 3.87 %
2018/06/30 GOOGL ALPHABET INC CLASS A 1.04% 5.952 M $ 5271 2015/09/30 559.820 K $ 8.87 %
2018/06/30 IYY ISHARES TR DJ US INDEX FD 1.03% 5.929 M $ 43489 2011/03/31 189.009 K $ 3.19 %
2018/06/30 DOV DOVER CORP 0.96% 5.519 M $ 75400 2011/03/31 -1.056 M $ -7.66 %
2018/06/30 MRK MERCK & CO 0.94% 5.407 M $ 89070 2011/03/31 706.569 K $ 11.43 %
2018/06/30 BF-B BROWN FORMAN CORP CL B 0.88% 5.083 M $ 103708 2011/03/31 -663.853 K $ -9.91 %
2018/06/30 AMGN AMGEN INC. 0.88% 5.067 M $ 27451 2013/12/31 456.867 K $ 8.28 %
2018/06/30 TEL TE CONNECTIVITY LTD 0.85% 4.870 M $ 54080 2015/12/31 -524.668 K $ -9.85 %
2018/06/30 SCHF SCH INTERNATIONAL EQUITY ETF 0.80% 4.588 M $ 138835 2016/06/30 -93.421 K $ -2.02 %
2018/06/30 KMB KIMBERLY-CLARK CORP 0.73% 4.213 M $ 39996 2011/03/31 -234.844 K $ -4.35 %
2018/06/30 WMT WALMART 0.73% 4.181 M $ 48816 2011/03/31 -173.333 K $ -3.74 %
2018/06/30 PSX PHILLIPS 66 0.70% 4.039 M $ 35960 2012/06/30 586.352 K $ 17.08 %
2018/06/30 SHW SHERWIN WILLIAMS CO 0.67% 3.856 M $ 9460 2017/03/31 149.942 K $ 3.94 %
2018/06/30 BB&T CORP 0.66% 3.794 M $ 75226 2014/09/30 -125.058 K $ -3.09 %
2018/06/30 XLF SELECT SECTOR SPDR-FINANCIAL 0.65% 3.733 M $ 140375 2014/03/31 -138.694 K $ -3.55 %
2018/06/30 XOM EXXON MOBIL 0.64% 3.652 M $ 44140 2011/03/31 421.590 K $ 10.88 %
2018/06/30 VZ VERIZON COMMS 0.53% 3.031 M $ 60243 2011/03/31 133.302 K $ 5.21 %
2018/06/30 XLE SELECT SECTOR SPDR-ENERGY 0.46% 2.615 M $ 34435 2011/03/31 333.821 K $ 12.65 %
2018/06/30 DE DEERE & CO 0.45% 2.583 M $ 18475 2011/03/31 -530.364 K $ -9.99 %
2018/06/30 PG PROCTER & GAMBLE 0.44% 2.550 M $ 32662 2011/03/31 -47.935 K $ -1.54 %
2018/06/30 SPY SPDR S&P 500 0.44% 2.543 M $ 9375 2011/03/31 77.844 K $ 3.09 %
2018/06/30 PFE PFIZER 0.43% 2.493 M $ 68729 2011/03/31 58.433 K $ 2.23 %
2018/06/30 WM WASTE MANAGEMENT 0.42% 2.424 M $ 29800 2011/03/31 -82.844 K $ -3.30 %
2018/06/30 ROYAL DUTCH SHELL A ADR 0.39% 2.240 M $ 32358 2011/03/31 175.056 K $ 8.48 %
2018/06/30 MCD MCDONALDS CORP 0.37% 2.136 M $ 13633 2011/03/31 5.177 K $ 0.20 %
2018/06/30 DY DYCOM INDUSTRIES INC 0.28% 1.624 M $ 17186 2017/12/31 -225.480 K $ -12.19 %
2018/06/30 HD HOME DEPOT INC 0.28% 1.596 M $ 8181 2011/03/31 146.985 K $ 9.46 %
2018/06/30 PEP PEPSICO INC 0.27% 1.573 M $ 14450 2011/03/31 -3.943 K $ -0.26 %
2018/06/30 MAA MID AMER APT CMNTYS INC 0.27% 1.573 M $ 15625 2013/12/31 147.343 K $ 10.33 %
2018/06/30 TJX T J X COS INC 0.26% 1.488 M $ 15629 2011/03/31 208.386 K $ 16.70 %
2018/06/30 SO SOUTHERN COMPANY 0.25% 1.408 M $ 30410 2011/03/31 55.194 K $ 3.69 %
2018/06/30 CB CHUBB LTD 0.24% 1.407 M $ 11077 2016/03/31 -271.391 K $ -7.13 %
2018/06/30 FCCO FIRST COMMUNITY CORPORATION 0.24% 1.366 M $ 54434 2014/06/30 119.754 K $ 9.60 %
2018/06/30 HSY HERSHEY 0.20% 1.175 M $ 12624 2011/03/31 -74.481 K $ -5.96 %
2018/06/30 COP CONOCOPHILLIPS 0.20% 1.131 M $ 16240 2011/03/31 167.759 K $ 17.42 %
2018/06/30 SCHA SCH US SMALL CAP ETF 0.18% 1.047 M $ 14233 2017/03/31 57.355 K $ 6.42 %
2018/06/30 UNH UNITEDHEALTH GROUP INC 0.16% 908.000 K $ 3700 2014/12/31 203.710 K $ 14.64 %
2018/06/30 LLY ELI LILLY AND CO 0.16% 896.000 K $ 10500 2011/03/31 83.579 K $ 10.29 %
2018/06/30 VIS VANGUARD INDUSTRIALS 0.15% 877.000 K $ 6455 2012/09/30 -30.525 K $ -2.37 %
2018/06/30 CVX CHEVRON 0.15% 868.000 K $ 6862 2011/03/31 85.020 K $ 10.86 %
2018/06/30 JPM JP MORGAN CHASE 0.14% 827.000 K $ 7938 2012/12/31 -45.479 K $ -5.25 %
2018/06/30 ADP AUTOMATIC DATA PROCESSING INC 0.14% 805.000 K $ 6000 2011/03/31 123.959 K $ 18.20 %
2018/06/30 IBM INTERNATIONAL BUSINESS MACHINE 0.14% 796.000 K $ 5700 2011/03/31 -79.535 K $ -8.94 %
2018/06/30 HON HONEYWELL INTERNATIONAL INC 0.13% 761.000 K $ 5285 2011/03/31 -2.224 K $ -0.31 %
2018/06/30 AAPL APPLE INC 0.12% 676.000 K $ 3652 2012/12/31 80.624 K $ 10.32 %
2018/06/30 XBI SPDR S&P BIOTECH ETF 0.10% 602.000 K $ 6325 2011/03/31 47.184 K $ 8.50 %
2018/06/30 INTC INTEL CORP 0.10% 587.000 K $ 11800 2011/03/31 -27.965 K $ -4.55 %
2018/06/30 GPC GENUINE PARTS CO 0.10% 569.000 K $ 6200 2011/03/31 12.090 K $ 2.17 %
2018/06/30 T AT&T 0.09% 522.000 K $ 16257 2011/03/31 -55.344 K $ -9.92 %
2018/06/30 SCHE SCH EMERGING MARKETS EQUITY ET 0.09% 521.000 K $ 20125 2016/12/31 -57.380 K $ -9.79 %
2018/06/30 SCHWAB 1000 INDEX FUND 0.09% 513.000 K $ 7971 2013/12/31 16.978 K $ 3.42 %
2018/06/30 CVS CVS HEALTH 0.09% 489.000 K $ 7600 2011/03/31 16.263 K $ 3.44 %
2018/06/30 EMR EMERSON ELECTRIC CO 0.08% 484.000 K $ 7000 2011/03/31 5.880 K $ 1.23 %
2018/06/30 ESRX EXPRESS SCRIPTS INC 0.08% 479.000 K $ 6200 2012/06/30 50.405 K $ 11.78 %
2018/06/30 NVDA NVIDIA CORP. 0.08% 456.000 K $ 1925 2015/03/31 10.009 K $ 2.24 %
2018/06/30 IVV ISHARES S&P500 INDEX ETF 0.08% 439.000 K $ 1606 2016/09/30 12.334 K $ 2.90 %
2018/06/30 NEE NEXTERA ENERGY INC 0.07% 412.000 K $ 2467 2011/12/31 7.663 K $ 2.28 %
2018/06/30 NSC NORFOLK SOUTHERN CORP 0.07% 391.000 K $ 2589 2011/03/31 39.068 K $ 11.10 %
2018/06/30 LOW LOWE'S COMPANIES INC 0.07% 382.000 K $ 4000 2012/12/31 31.725 K $ 8.91 %
2018/06/30 SLB SCHLUMBERGER 0.06% 369.000 K $ 5500 2011/03/31 12.375 K $ 3.48 %
2018/06/30 ITA ISHARES US AEROSPACE & DEFENSE 0.06% 349.000 K $ 1815 2017/03/31 -9.946 K $ -2.77 %
2018/06/30 D DOMINION ENERGY INC 0.06% 338.000 K $ 4961 2011/03/31 4.170 K $ 1.11 %
2018/06/30 CSX CSX CORP 0.05% 315.000 K $ 4932 2012/12/31 39.801 K $ 14.47 %
2018/06/30 TMO THERMO FISHER SCIENTIFIC INC 0.05% 311.000 K $ 1500 2012/12/31 1.019 K $ 0.33 %
2018/06/30 DORMAKABA HOLDING 0.05% 281.000 K $ 400 2017/06/30 -31.000 K $ -9.94 %
2018/06/30 LZB LA-Z-BOY INC 0.05% 279.000 K $ 9127 2016/09/30 5.932 K $ 2.17 %
2018/06/30 ABBN.SW ABB GROUP 0.05% 262.000 K $ 12000 2017/06/30 -15.149 K $ -4.26 %
2018/06/30 DUKE ENERGY 0.04% 257.000 K $ 3246 2011/03/31 5.062 K $ 2.05 %
2018/06/30 AXP AMERICAN EXPRESS CO 0.04% 225.000 K $ 2300 2011/03/31 10.855 K $ 5.05 %
2018/06/30 BMY BRISTOL MYERS 0.04% 201.000 K $ 3627 2011/03/31 -31.291 K $ -12.52 %
2018/06/30 GD GENERAL DYNAMICS CORP 0.03% 186.000 K $ 1000 2011/03/31 -34.490 K $ -15.61 %