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
$1.06B
AUM Growth
+$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.26M
3
+$2.21M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.01M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.92M

Top Sells

1
+$1.82M
2
+$891K
3
+$791K
4
BAC icon
Bank of America
BAC
+$569K
5
UPS icon
United Parcel Service
UPS
+$555K

Sector Composition

1 Technology 15.39%
2 Healthcare 12.06%
3 Financials 12.06%
4 Industrials 7.38%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$681K 0.06%
2,422
227
$672K 0.06%
13,174
+3,478
228
$664K 0.06%
6,164
+1,994
229
$659K 0.06%
16,540
+5,350
230
$658K 0.06%
12,427
231
$657K 0.06%
14,492
+859
232
$656K 0.06%
8,300
-950
233
$646K 0.06%
7,930
234
$637K 0.06%
2,472
-76
235
$624K 0.06%
2,625
-114
236
$621K 0.06%
3,241
+128
237
$614K 0.06%
5,852
-135
238
$607K 0.06%
2,871
+101
239
$584K 0.06%
6,979
240
$577K 0.05%
4,579
+1,080
241
$572K 0.05%
2,485
+619
242
$564K 0.05%
13,318
-1,805
243
$559K 0.05%
2,930
-450
244
$558K 0.05%
8,625
-1,949
245
$556K 0.05%
3,100
246
$545K 0.05%
4,134
247
$541K 0.05%
2,327
-41
248
$540K 0.05%
14,767
+13
249
$539K 0.05%
5,453
-875
250
$532K 0.05%
1,990
+325
8 9
10
11 12