AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$2.15M
3
+$2.11M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.93M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.85M

Top Sells

1
+$1.8M
2
+$866K
3
+$839K
4
BAC icon
Bank of America
BAC
+$574K
5
INTC icon
Intel
INTC
+$558K

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
451
$110K 0.01%
+2,159
452
$109K 0.01%
1,719
+11
453
$109K 0.01%
294
+234
454
$108K 0.01%
+1,415
455
$108K 0.01%
500
456
$107K 0.01%
465
+229
457
$105K 0.01%
647
+580
458
$103K 0.01%
1,168
+198
459
$102K 0.01%
660
+110
460
$102K 0.01%
525
461
$100K 0.01%
706
-50
462
$99.7K 0.01%
389
-25
463
$99.6K 0.01%
1,279
+893
464
$98.8K 0.01%
1,338
+2
465
$98.6K 0.01%
1,705
-75
466
$98K 0.01%
3,120
+1,154
467
$97.8K 0.01%
653
468
$97.7K 0.01%
265
+7
469
$97.5K 0.01%
3,980
-350
470
$96.8K 0.01%
125
+38
471
$96.4K 0.01%
1,007
472
$96.3K 0.01%
1,298
473
$96.3K 0.01%
1,465
474
$96.2K 0.01%
2,567
475
$95.7K 0.01%
61
+60
17 18
19
20 21