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
251
$192K 0.05%
1,420
+5
252
$192K 0.05%
2,000
253
$190K 0.05%
1,988
+630
254
$189K 0.05%
8,518
+172
255
$186K 0.05%
40,500
+888
256
$186K 0.05%
8,304
+7
257
$184K 0.05%
1,450
-450
258
$184K 0.05%
59,220
-7,200
259
$183K 0.05%
265
-80
260
$183K 0.05%
1,382
-95
261
$180K 0.05%
8,023
+27
262
$177K 0.05%
+8,100
263
$176K 0.05%
3,127
+557
264
$176K 0.05%
4,525
+10
265
$175K 0.05%
7,931
+4
266
$175K 0.05%
3,424
-64
267
$174K 0.04%
1,525
+50
268
$173K 0.04%
2,070
+200
269
$173K 0.04%
8,131
+46
270
$172K 0.04%
3,850
-25
271
$172K 0.04%
6,823
+225
272
$172K 0.04%
7,320
+264
273
$171K 0.04%
1,470
-100
274
$170K 0.04%
2,317
-111
275
$169K 0.04%
8,148
-2,476
9 10
11
12 13