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
376
$187K 0.02%
6,613
-176
377
$186K 0.02%
1,329
+92
378
$184K 0.02%
1,915
-150
379
$181K 0.02%
1,620
-100
380
$181K 0.02%
1,983
+112
381
$181K 0.02%
1,337
382
$180K 0.02%
5,964
+50
383
$179K 0.02%
3,100
384
$177K 0.02%
3,397
+104
385
$176K 0.02%
5,025
386
$176K 0.02%
4,937
-497
387
$174K 0.02%
1,970
-90
388
$173K 0.02%
1,774
-35
389
$173K 0.02%
1,305
390
$172K 0.02%
6,616
-20
391
$169K 0.02%
766
+551
392
$169K 0.02%
3,920
+125
393
$168K 0.02%
2,037
+654
394
$168K 0.02%
4,143
+762
395
$167K 0.02%
578
-1,605
396
$166K 0.02%
4,627
397
$166K 0.02%
1,397
+737
398
$164K 0.02%
10,830
399
$164K 0.02%
743
+47
400
$162K 0.02%
2,450
-200
14 15
16
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