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
351
$84.4K 0.02%
+3,662
352
$84K 0.02%
5,784
-600
353
$83.8K 0.02%
775
354
$83.1K 0.02%
4,788
355
$83.1K 0.02%
2,033
356
$83K 0.02%
1,708
-792
357
$82.7K 0.02%
1,065
358
$82.6K 0.02%
1,420
+90
359
$82.1K 0.02%
3,500
-4,930
360
$81.6K 0.02%
2,767
-1,742
361
$81.3K 0.02%
5,200
362
$80.6K 0.02%
4,772
-200
363
$80.3K 0.02%
5,700
364
$79.4K 0.02%
3,267
-100
365
$76.7K 0.02%
1,494
366
$76K 0.02%
1,076
-8
367
$75.4K 0.02%
5,183
+1,000
368
$75.1K 0.02%
3,145
+1,581
369
$74.6K 0.02%
725
+25
370
$74K 0.02%
746
+400
371
$72.4K 0.02%
4,908
-129
372
$71K 0.02%
1,754
-520
373
$71K 0.02%
493
374
$69.9K 0.02%
2,111
375
$69.8K 0.02%
270
-9
13 14
15
16 17