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
351
$223K 0.02%
2,861
-388
352
$223K 0.02%
441
353
$222K 0.02%
1,156
+537
354
$220K 0.02%
928
+28
355
$219K 0.02%
8,163
+12
356
$218K 0.02%
2,670
+250
357
$215K 0.02%
1,533
+640
358
$213K 0.02%
851
359
$211K 0.02%
3,000
-1,500
360
$211K 0.02%
5,125
361
$210K 0.02%
1,503
+560
362
$210K 0.02%
7,100
363
$210K 0.02%
10,250
364
$208K 0.02%
1,721
365
$206K 0.02%
1,234
366
$206K 0.02%
2,307
-429
367
$202K 0.02%
4,542
-1,271
368
$200K 0.02%
317
+30
369
$199K 0.02%
962
+305
370
$198K 0.02%
13,500
-1,000
371
$198K 0.02%
1,900
-300
372
$196K 0.02%
435
+16
373
$195K 0.02%
362
-19
374
$193K 0.02%
3,810
-94
375
$189K 0.02%
1,280
-115
13 14
15
16 17