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
$388M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.64M
3
+$1.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$917K

Top Sells

1
+$3.07M
2
+$1.99M
3
+$1.21M
4
VIS icon
Vanguard Industrials ETF
VIS
+$531K
5
SON icon
Sonoco
SON
+$518K

Sector Composition

1 Technology 13.56%
2 Healthcare 12.63%
3 Financials 11.26%
4 Industrials 8.23%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$220K 0.06%
4,000
227
$218K 0.06%
1,392
-41
228
$217K 0.06%
9,811
+26
229
$216K 0.06%
4,595
230
$215K 0.06%
4,541
-158
231
$213K 0.05%
11,750
-100
232
$210K 0.05%
1,721
-156
233
$209K 0.05%
8,800
234
$208K 0.05%
1,558
+372
235
$206K 0.05%
2,495
+100
236
$205K 0.05%
1,985
237
$204K 0.05%
20,304
+8,970
238
$203K 0.05%
8,810
-100
239
$202K 0.05%
12,121
+1,661
240
$202K 0.05%
3,485
-365
241
$201K 0.05%
4,400
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242
$199K 0.05%
4,600
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243
$199K 0.05%
1,000
244
$197K 0.05%
12,751
+1,031
245
$196K 0.05%
18,875
+2,750
246
$196K 0.05%
1,717
+9
247
$196K 0.05%
5,048
-36
248
$195K 0.05%
7,800
249
$194K 0.05%
229
+194
250
$192K 0.05%
5,637
-869
8 9
10
11 12