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
$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
376
$69.7K 0.02%
2,600
-52
377
$69.4K 0.02%
911
378
$69.2K 0.02%
1,583
+460
379
$68.7K 0.02%
776
380
$68.5K 0.02%
2,008
381
$67.3K 0.02%
508
-20
382
$66.7K 0.02%
2,900
-9,843
383
$66.1K 0.02%
1,325
-370
384
$65.5K 0.02%
2,200
-200
385
$65.1K 0.02%
1,000
386
$64.8K 0.02%
1,238
387
$63.9K 0.02%
1,370
-400
388
$63.6K 0.02%
292
389
$62.8K 0.02%
2,576
+2
390
$62.6K 0.02%
318
391
$61.4K 0.02%
355
+200
392
$60.4K 0.02%
2,447
393
$59.8K 0.02%
470
+150
394
$59.2K 0.02%
1,785
395
$58.8K 0.02%
4,008
396
$58K 0.02%
3,100
397
$57.1K 0.01%
1,057
398
$56.8K 0.01%
+956
399
$55.7K 0.01%
+1,000
400
$55.6K 0.01%
1,094
-386
14 15
16
17 18