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
26
$3.34M 0.86%
161,985
+10,717
27
$3.3M 0.85%
33,840
+1,280
28
$3.24M 0.84%
35,039
-357
29
$3.21M 0.83%
152,848
+1,221
30
$3.14M 0.81%
70,984
-863
31
$3.04M 0.78%
16,620
-6,605
32
$3M 0.77%
12,648
-338
33
$2.99M 0.77%
34,721
+2,310
34
$2.96M 0.76%
26,864
+1,482
35
$2.95M 0.76%
31,087
+1,127
36
$2.94M 0.76%
11,808
+298
37
$2.92M 0.75%
+46,850
38
$2.8M 0.72%
31,063
+560
39
$2.78M 0.72%
23,134
-624
40
$2.73M 0.7%
19,804
+2,787
41
$2.72M 0.7%
71,583
-2,850
42
$2.72M 0.7%
137,943
+34,298
43
$2.67M 0.69%
22,001
+3,108
44
$2.66M 0.69%
129,191
+15,724
45
$2.54M 0.66%
34,657
+1,218
46
$2.54M 0.66%
46,993
-891
47
$2.39M 0.62%
69,631
+7,449
48
$2.37M 0.61%
114,681
+30,072
49
$2.35M 0.61%
118,389
+10,817
50
$2.32M 0.6%
6,964
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