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
301
$314K 0.03%
1,978
-100
302
$309K 0.03%
3,964
303
$307K 0.03%
7,290
304
$307K 0.03%
1,569
+26
305
$303K 0.03%
6,000
+2,500
306
$300K 0.03%
370
+4
307
$299K 0.03%
4,775
-150
308
$299K 0.03%
5,080
-199
309
$297K 0.03%
3,263
310
$294K 0.03%
3,596
+1
311
$294K 0.03%
8,050
+32
312
$294K 0.03%
9,700
313
$292K 0.03%
+3,045
314
$292K 0.03%
1,117
315
$292K 0.03%
6,093
-175
316
$286K 0.03%
7,998
+2,870
317
$285K 0.03%
5,461
-500
318
$280K 0.03%
4,306
319
$279K 0.03%
868
-100
320
$278K 0.03%
14,375
321
$277K 0.03%
3,160
-100
322
$276K 0.03%
2,102
-212
323
$270K 0.03%
16,275
-385
324
$269K 0.03%
1,690
325
$268K 0.03%
1,957
-18
11 12
13
14 15