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
601
$38K ﹤0.01%
1,898
-1,070
602
$37.8K ﹤0.01%
1,121
603
$37.7K ﹤0.01%
+185
604
$37.4K ﹤0.01%
426
605
$36.9K ﹤0.01%
404
606
$36.8K ﹤0.01%
384
607
$36.7K ﹤0.01%
94
+19
608
$36.5K ﹤0.01%
810
-134
609
$36.5K ﹤0.01%
130
-100
610
$36.4K ﹤0.01%
146
611
$36.3K ﹤0.01%
134
612
$36K ﹤0.01%
1,772
+4
613
$36K ﹤0.01%
269
614
$35.9K ﹤0.01%
257
615
$35.8K ﹤0.01%
320
616
$35.8K ﹤0.01%
950
617
$35.8K ﹤0.01%
500
618
$35.5K ﹤0.01%
777
619
$34.9K ﹤0.01%
101
+93
620
$34.5K ﹤0.01%
+2,577
621
$34.5K ﹤0.01%
1,295
622
$34.5K ﹤0.01%
947
623
$34K ﹤0.01%
915
+10
624
$33.7K ﹤0.01%
566
-134
625
$33.4K ﹤0.01%
+254
23 24
25
26 27