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
501
$29K 0.01%
500
502
$28.8K 0.01%
1,000
503
$28.7K 0.01%
1,000
504
$28.4K 0.01%
1,000
505
$26.7K 0.01%
2,000
506
$26.5K 0.01%
+85
507
$26.3K 0.01%
100
508
$25.9K 0.01%
2,891
+1,130
509
$25.7K 0.01%
170
510
$25.5K 0.01%
1,540
511
$25.1K 0.01%
265
-170
512
$25.1K 0.01%
448
513
$25K 0.01%
+1,700
514
$24.4K 0.01%
556
515
$24K 0.01%
2,215
+99
516
$23.3K 0.01%
+722
517
$22.8K 0.01%
800
518
$22.7K 0.01%
340
519
$22.6K 0.01%
668
+300
520
$22.5K 0.01%
401
521
$22.4K 0.01%
2,529
-60
522
$22K 0.01%
500
-500
523
$21.8K 0.01%
200
524
$21.7K 0.01%
217
-37
525
$21.6K 0.01%
732
-300
19 20
21
22 23