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
276
$167K 0.04%
2,433
-167
277
$165K 0.04%
7,406
+958
278
$165K 0.04%
+7,526
279
$161K 0.04%
4,740
280
$161K 0.04%
2,361
281
$160K 0.04%
6,180
282
$160K 0.04%
5,310
-235
283
$157K 0.04%
3,440
-150
284
$157K 0.04%
6,926
-1,225
285
$155K 0.04%
2,798
+100
286
$155K 0.04%
1,513
287
$155K 0.04%
21,310
-1,945
288
$153K 0.04%
1,298
289
$152K 0.04%
1,546
-26
290
$152K 0.04%
7,695
291
$149K 0.04%
2,854
292
$148K 0.04%
9,840
+2,418
293
$146K 0.04%
2,875
-100
294
$144K 0.04%
903
+300
295
$144K 0.04%
625
+75
296
$144K 0.04%
1,570
297
$140K 0.04%
2,225
298
$139K 0.04%
5,993
299
$139K 0.04%
1,485
-45
300
$136K 0.04%
4,817
-456
10 11
12
13 14