AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
551
$55K 0.01%
200
552
$55K 0.01%
+422
553
$54.5K 0.01%
659
-265
554
$53.8K 0.01%
423
555
$53.6K 0.01%
4,000
556
$53.5K 0.01%
484
557
$53.4K 0.01%
648
+50
558
$52.6K 0.01%
267
+73
559
$52.6K 0.01%
388
560
$52.5K 0.01%
2,604
+604
561
$52.3K ﹤0.01%
850
-75
562
$52K ﹤0.01%
371
563
$51.9K ﹤0.01%
3,000
564
$51.8K ﹤0.01%
3,927
+9
565
$51.8K ﹤0.01%
540
+140
566
$51.3K ﹤0.01%
2,350
+400
567
$51.2K ﹤0.01%
772
+422
568
$51.2K ﹤0.01%
1,100
569
$50.8K ﹤0.01%
704
-218
570
$50.6K ﹤0.01%
+1,541
571
$50.4K ﹤0.01%
605
+3
572
$50.3K ﹤0.01%
1,495
-67
573
$50K ﹤0.01%
1,100
574
$49.1K ﹤0.01%
228
575
$48.4K ﹤0.01%
3,284
21 22
23
24 25