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
551
$18K ﹤0.01%
5,000
552
$18K ﹤0.01%
400
553
$17.8K ﹤0.01%
1,965
+11
554
$17.7K ﹤0.01%
1,600
-431
555
$17.6K ﹤0.01%
145
556
$17.2K ﹤0.01%
386
+35
557
$16.9K ﹤0.01%
207
+200
558
$16.9K ﹤0.01%
1,726
559
$16.9K ﹤0.01%
2,000
560
$16.5K ﹤0.01%
300
561
$16.3K ﹤0.01%
4,960
+100
562
$16.2K ﹤0.01%
908
563
$16.2K ﹤0.01%
2,000
564
$15.9K ﹤0.01%
795
+49
565
$15.8K ﹤0.01%
364
566
$15.8K ﹤0.01%
125
567
$15.6K ﹤0.01%
1,350
-2,711
568
$15.6K ﹤0.01%
214
569
$15.6K ﹤0.01%
1,500
570
$15.2K ﹤0.01%
114
571
$15.1K ﹤0.01%
470
-125
572
$15.1K ﹤0.01%
874
573
$14.9K ﹤0.01%
630
+80
574
$14.9K ﹤0.01%
200
575
$14.9K ﹤0.01%
355
-200
21 22
23
24 25