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
$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
576
$48.2K ﹤0.01%
5,847
-1,870
577
$47.7K ﹤0.01%
1,137
+37
578
$47.3K ﹤0.01%
940
579
$47.1K ﹤0.01%
1,285
+585
580
$46.9K ﹤0.01%
2,570
581
$45.6K ﹤0.01%
106
582
$45.3K ﹤0.01%
1,291
-175
583
$44.8K ﹤0.01%
261
+205
584
$44.7K ﹤0.01%
364
-589
585
$44.2K ﹤0.01%
1,752
586
$44.2K ﹤0.01%
514
587
$43.2K ﹤0.01%
519
-122
588
$43K ﹤0.01%
1,300
589
$42.8K ﹤0.01%
500
590
$42.1K ﹤0.01%
1,190
-340
591
$40.8K ﹤0.01%
344
-125
592
$40.6K ﹤0.01%
578
593
$40K ﹤0.01%
154
+144
594
$39.4K ﹤0.01%
2,113
595
$39.3K ﹤0.01%
3,275
596
$39.2K ﹤0.01%
347
597
$38.6K ﹤0.01%
562
+1
598
$38.3K ﹤0.01%
300
-75
599
$38.3K ﹤0.01%
100
600
$38.2K ﹤0.01%
2,457
+35
22 23
24
25 26