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
26
$8.56M 0.81%
119,147
-1,614
27
$8.52M 0.8%
75,070
+1,228
28
$8.44M 0.8%
40,034
+41
29
$8.42M 0.79%
16,261
+255
30
$7.97M 0.75%
65,593
-7,334
31
$7.92M 0.75%
19,548
-417
32
$7.79M 0.74%
28,474
-275
33
$7.73M 0.73%
38,501
+1,204
34
$7.23M 0.68%
36,009
+8,073
35
$7.19M 0.68%
42,213
+27
36
$7.12M 0.67%
88,188
+3,043
37
$7.09M 0.67%
7,996
+157
38
$7.03M 0.66%
11,366
+195
39
$6.94M 0.65%
76,952
+347
40
$6.83M 0.64%
46,350
+4,891
41
$6.49M 0.61%
17,000
-441
42
$6.37M 0.6%
35,463
+497
43
$6.24M 0.59%
30,076
-799
44
$6.18M 0.58%
104,431
+2,403
45
$6.18M 0.58%
54,237
+1,509
46
$5.9M 0.56%
34,700
+747
47
$5.88M 0.56%
115,953
+3,967
48
$5.83M 0.55%
210,669
+3,408
49
$5.81M 0.55%
42,613
-4,069
50
$5.59M 0.53%
46,037
+1,544
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