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
426
$130K 0.01%
1,166
-122
427
$130K 0.01%
1,003
-183
428
$129K 0.01%
6,161
429
$127K 0.01%
270
+262
430
$127K 0.01%
823
431
$126K 0.01%
1,009
432
$126K 0.01%
323
+5
433
$124K 0.01%
+206
434
$124K 0.01%
1,494
435
$123K 0.01%
6,500
+3,000
436
$122K 0.01%
10,000
437
$121K 0.01%
503
438
$120K 0.01%
1,084
+988
439
$118K 0.01%
11,209
-58
440
$118K 0.01%
3,375
441
$117K 0.01%
23,000
442
$116K 0.01%
1,433
443
$115K 0.01%
517
+429
444
$114K 0.01%
1,189
445
$112K 0.01%
228
+190
446
$112K 0.01%
+562
447
$111K 0.01%
2,225
+28
448
$111K 0.01%
2,253
-531
449
$111K 0.01%
253
+135
450
$110K 0.01%
4,700
16 17
18
19 20