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
576
$14.8K ﹤0.01%
880
-250
577
$14.7K ﹤0.01%
100
578
$14.7K ﹤0.01%
356
579
$14.6K ﹤0.01%
300
580
$14.4K ﹤0.01%
525
+300
581
$14.3K ﹤0.01%
1,000
582
$14.3K ﹤0.01%
916
583
$14.3K ﹤0.01%
50
584
$14.1K ﹤0.01%
300
585
$13.9K ﹤0.01%
1,469
586
$13.8K ﹤0.01%
1,050
+700
587
$13.8K ﹤0.01%
200
588
$13.8K ﹤0.01%
125
-125
589
$13.8K ﹤0.01%
255
590
$13.7K ﹤0.01%
150
591
$13.7K ﹤0.01%
316
592
$13.7K ﹤0.01%
563
-250
593
$13.6K ﹤0.01%
300
594
$13.5K ﹤0.01%
207
-86
595
$13.5K ﹤0.01%
183
596
$13.3K ﹤0.01%
260
597
$13.3K ﹤0.01%
185
598
$13.2K ﹤0.01%
273
599
$13.1K ﹤0.01%
499
-350
600
$13K ﹤0.01%
+555
22 23
24
25 26