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
401
$54.9K 0.01%
1,256
+56
402
$54.8K 0.01%
1,000
403
$54K 0.01%
959
404
$53.9K 0.01%
3,498
-495
405
$52.7K 0.01%
8,000
+4,000
406
$52.7K 0.01%
2,209
+2
407
$52.6K 0.01%
1,507
+67
408
$52.6K 0.01%
355
409
$52.1K 0.01%
1,100
410
$51.7K 0.01%
1,850
-325
411
$50.9K 0.01%
2,350
+2
412
$50.8K 0.01%
917
-495
413
$50.2K 0.01%
2,260
414
$49.9K 0.01%
2,300
415
$49.8K 0.01%
3,900
416
$49.7K 0.01%
6,050
417
$49.6K 0.01%
5,532
418
$49.6K 0.01%
664
-4,649
419
$49.5K 0.01%
932
420
$49.4K 0.01%
900
421
$49.4K 0.01%
3,937
422
$48.7K 0.01%
594
-66
423
$48.6K 0.01%
440
424
$48.4K 0.01%
493
425
$48.2K 0.01%
2,579
15 16
17
18 19