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
451
$43.1K 0.01%
530
-55
452
$42.9K 0.01%
248
+23
453
$42.4K 0.01%
1,230
+30
454
$42.3K 0.01%
566
+19
455
$42K 0.01%
297
456
$41.9K 0.01%
2,120
+81
457
$41.8K 0.01%
912
458
$41.7K 0.01%
1,483
459
$40.4K 0.01%
1,800
460
$40.2K 0.01%
681
461
$40.2K 0.01%
3,118
+104
462
$40.1K 0.01%
1,630
+1,000
463
$38.9K 0.01%
+410
464
$38.9K 0.01%
1,650
465
$38.8K 0.01%
3,100
-2,900
466
$38.8K 0.01%
250
-75
467
$38.6K 0.01%
672
+8
468
$38.1K 0.01%
1,121
469
$37.8K 0.01%
350
+100
470
$37.3K 0.01%
400
471
$36.9K 0.01%
+267
472
$36.7K 0.01%
1,050
+150
473
$36.5K 0.01%
378
+100
474
$36.5K 0.01%
750
475
$36.5K 0.01%
+750
17 18
19
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