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
326
$261K 0.02%
2,515
327
$260K 0.02%
1,109
-44
328
$259K 0.02%
1,469
+9
329
$259K 0.02%
799
330
$252K 0.02%
805
331
$250K 0.02%
5,479
332
$250K 0.02%
6,470
+26
333
$249K 0.02%
761
-29
334
$249K 0.02%
2,249
+1
335
$248K 0.02%
3,454
336
$240K 0.02%
4,000
337
$237K 0.02%
2,530
-83
338
$237K 0.02%
76,000
-2,000
339
$237K 0.02%
8,050
-300
340
$235K 0.02%
2,978
+8
341
$233K 0.02%
2,312
342
$231K 0.02%
1,712
-58
343
$230K 0.02%
3,148
+1,648
344
$227K 0.02%
940
+72
345
$226K 0.02%
392
346
$226K 0.02%
3,000
347
$225K 0.02%
6,297
+1,086
348
$225K 0.02%
4,182
349
$225K 0.02%
3,100
350
$224K 0.02%
4,104
-1,060
12 13
14
15 16