AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
401
$161K 0.02%
3,000
402
$161K 0.02%
289
403
$160K 0.02%
2,557
+501
404
$155K 0.01%
4,583
405
$154K 0.01%
2,044
-200
406
$153K 0.01%
1,632
407
$150K 0.01%
2,134
-284
408
$148K 0.01%
76
+51
409
$147K 0.01%
1,756
+1,625
410
$147K 0.01%
5,675
-325
411
$146K 0.01%
3,200
412
$143K 0.01%
6,144
-2,000
413
$143K 0.01%
5,362
414
$143K 0.01%
1,616
+1,600
415
$142K 0.01%
3,200
416
$142K 0.01%
4,040
417
$141K 0.01%
1,400
418
$140K 0.01%
+3,400
419
$139K 0.01%
276
-18
420
$139K 0.01%
615
-129
421
$138K 0.01%
880
422
$137K 0.01%
691
-49
423
$134K 0.01%
1,500
424
$132K 0.01%
1,911
+3
425
$131K 0.01%
3,140
-100
15 16
17
18 19