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
251
$529K 0.05%
5,157
252
$524K 0.05%
2,326
-23
253
$517K 0.05%
1,239
-25
254
$516K 0.05%
+10,703
255
$513K 0.05%
+22,203
256
$513K 0.05%
13,667
257
$506K 0.05%
3,474
-204
258
$504K 0.05%
6,115
+681
259
$503K 0.05%
1,024
+15
260
$498K 0.05%
10,573
+53
261
$494K 0.05%
3,519
262
$494K 0.05%
2,028
+300
263
$491K 0.05%
9,289
-21
264
$489K 0.05%
1,916
+18
265
$487K 0.05%
9,169
-300
266
$476K 0.04%
3,253
-384
267
$472K 0.04%
2,294
-2
268
$472K 0.04%
1,287
+32
269
$471K 0.04%
5,985
-2,346
270
$462K 0.04%
5,745
+355
271
$460K 0.04%
10,113
272
$453K 0.04%
+12,435
273
$451K 0.04%
19,613
+2,305
274
$445K 0.04%
11,157
-399
275
$438K 0.04%
2,446
9 10
11
12 13