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
526
$21.6K 0.01%
350
527
$21.6K 0.01%
300
528
$20.7K 0.01%
837
-150
529
$20.7K 0.01%
650
530
$20.6K 0.01%
125
+25
531
$20.6K 0.01%
85
532
$20.6K 0.01%
626
+61
533
$20.5K 0.01%
179
534
$20.4K 0.01%
235
535
$19.9K 0.01%
1,084
536
$19.9K 0.01%
1,987
537
$19.8K 0.01%
1,500
538
$19.8K 0.01%
155
539
$19.7K 0.01%
503
540
$19.3K 0.01%
577
-623
541
$19.2K 0.01%
246
542
$19.2K 0.01%
590
-52
543
$19K ﹤0.01%
325
544
$18.9K ﹤0.01%
+500
545
$18.8K ﹤0.01%
305
+53
546
$18.8K ﹤0.01%
333
547
$18.8K ﹤0.01%
325
548
$18.7K ﹤0.01%
1,376
+9
549
$18.2K ﹤0.01%
426
550
$18K ﹤0.01%
100