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
601
$12.8K ﹤0.01%
290
-85
602
$12.8K ﹤0.01%
200
603
$12.8K ﹤0.01%
115
604
$12.5K ﹤0.01%
300
605
$12.3K ﹤0.01%
+1,000
606
$12K ﹤0.01%
+900
607
$12K ﹤0.01%
107
+17
608
$11.9K ﹤0.01%
+1,000
609
$11.8K ﹤0.01%
100
610
$11.6K ﹤0.01%
1,000
611
$11.6K ﹤0.01%
2,191
612
$11.4K ﹤0.01%
364
+14
613
$11.1K ﹤0.01%
230
-59
614
$11.1K ﹤0.01%
+100
615
$11K ﹤0.01%
+800
616
$10.9K ﹤0.01%
532
617
$10.9K ﹤0.01%
777
618
$10.8K ﹤0.01%
54
619
$10.4K ﹤0.01%
405
620
$10.4K ﹤0.01%
57
621
$10.4K ﹤0.01%
225
622
$10.3K ﹤0.01%
100
623
$10.3K ﹤0.01%
290
624
$10.3K ﹤0.01%
+1,500
625
$10.2K ﹤0.01%
500
23 24
25
26 27