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
301
$135K 0.03%
2,894
-250
302
$132K 0.03%
3,145
+350
303
$132K 0.03%
2,700
304
$130K 0.03%
6,078
-681
305
$130K 0.03%
5,264
-261
306
$130K 0.03%
7,000
307
$130K 0.03%
2,704
-49
308
$128K 0.03%
2,691
-300
309
$127K 0.03%
771
+330
310
$126K 0.03%
3,480
311
$125K 0.03%
376
+331
312
$124K 0.03%
1,443
+257
313
$123K 0.03%
9,116
-3,716
314
$121K 0.03%
323
315
$121K 0.03%
3,357
-83
316
$121K 0.03%
5,025
-6,651
317
$120K 0.03%
2,135
+100
318
$120K 0.03%
192
319
$118K 0.03%
8,581
-1,531
320
$112K 0.03%
5,071
+677
321
$112K 0.03%
2,050
322
$112K 0.03%
5,356
-1,198
323
$111K 0.03%
1,045
-15
324
$111K 0.03%
2,776
-1,631
325
$111K 0.03%
1,322
+285
11 12
13
14 15