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
276
$434K 0.04%
11,420
-550
277
$422K 0.04%
3,210
278
$406K 0.04%
7,164
279
$406K 0.04%
5,701
+1
280
$403K 0.04%
1,400
281
$402K 0.04%
1,583
+562
282
$397K 0.04%
42,869
283
$390K 0.04%
1,178
+3
284
$388K 0.04%
2,535
-175
285
$382K 0.04%
17,232
-981
286
$378K 0.04%
1,556
-6
287
$376K 0.04%
3,803
-536
288
$370K 0.03%
2,459
+1
289
$369K 0.03%
9,422
+1,000
290
$369K 0.03%
5,597
291
$361K 0.03%
888
+83
292
$357K 0.03%
3,171
293
$355K 0.03%
1,128
294
$350K 0.03%
6,110
295
$347K 0.03%
18,751
-945
296
$338K 0.03%
3,261
-25
297
$326K 0.03%
4,163
-2,166
298
$323K 0.03%
1,500
-40
299
$321K 0.03%
2,114
-28
300
$316K 0.03%
2,011
+485
10 11
12
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