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
476
$95.4K 0.01%
870
+680
477
$94.7K 0.01%
+707
478
$94.6K 0.01%
+322
479
$93.6K 0.01%
846
480
$93.4K 0.01%
686
+634
481
$91.6K 0.01%
654
+529
482
$91.5K 0.01%
61
483
$90.9K 0.01%
1,797
+1,579
484
$90.2K 0.01%
1,000
485
$89.8K 0.01%
1,564
+6
486
$89.6K 0.01%
250
487
$89.5K 0.01%
800
488
$89K 0.01%
444
489
$88.9K 0.01%
+2,552
490
$88.9K 0.01%
996
-394
491
$88.3K 0.01%
855
492
$87.6K 0.01%
+1,545
493
$87.2K 0.01%
1,843
494
$86.2K 0.01%
204
-30
495
$86.1K 0.01%
3,430
496
$85.8K 0.01%
847
-95
497
$85.5K 0.01%
10,601
+43
498
$85K 0.01%
1,478
499
$84.9K 0.01%
1,738
500
$84.9K 0.01%
1,400
18 19
20
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