AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
326
$109K 0.03%
5,500
+800
327
$108K 0.03%
3,075
+450
328
$107K 0.03%
1,236
329
$107K 0.03%
4,050
330
$107K 0.03%
2,501
+45
331
$105K 0.03%
540
332
$105K 0.03%
10,780
333
$104K 0.03%
6,663
334
$104K 0.03%
549
335
$104K 0.03%
6,000
336
$102K 0.03%
1,634
+584
337
$98.4K 0.03%
10,000
338
$98.2K 0.03%
6,423
-5,577
339
$98K 0.03%
5,350
340
$96.3K 0.02%
13,180
-2,607
341
$95K 0.02%
9,247
-1,193
342
$95K 0.02%
1,165
+200
343
$94.5K 0.02%
+2,045
344
$92.5K 0.02%
2,750
345
$90.7K 0.02%
2,485
-40
346
$88.4K 0.02%
12,000
347
$88.2K 0.02%
2,200
348
$88.1K 0.02%
2,335
349
$87.7K 0.02%
1,240
-50
350
$85.3K 0.02%
6,088
-1,739
12 13
14
15 16