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
476
$36.4K 0.01%
1,420
+1,080
477
$36K 0.01%
2,750
+2,000
478
$35.2K 0.01%
438
-50
479
$34.8K 0.01%
110
480
$34.4K 0.01%
226
481
$34.4K 0.01%
625
-475
482
$34.3K 0.01%
1,278
+200
483
$34.2K 0.01%
414
+14
484
$34.1K 0.01%
+1,304
485
$33.8K 0.01%
615
486
$33.2K 0.01%
1,801
487
$33.1K 0.01%
750
-100
488
$32.5K 0.01%
1,802
489
$32.2K 0.01%
3,446
490
$31.7K 0.01%
331
+12
491
$31.6K 0.01%
20,900
-1,200
492
$31.4K 0.01%
550
493
$31K 0.01%
1,092
494
$30.7K 0.01%
346
+100
495
$30.1K 0.01%
650
-100
496
$30.1K 0.01%
3,682
497
$29.3K 0.01%
1,200
498
$29.2K 0.01%
1,839
499
$29.1K 0.01%
270
500
$29.1K 0.01%
285
+100
18 19
20
21 22