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
626
$33.4K ﹤0.01%
333
627
$33K ﹤0.01%
800
628
$32.9K ﹤0.01%
184
629
$32.8K ﹤0.01%
2,400
630
$32.7K ﹤0.01%
1,683
631
$32.5K ﹤0.01%
400
632
$32.4K ﹤0.01%
301
633
$32.4K ﹤0.01%
3,226
634
$32.2K ﹤0.01%
775
635
$32K ﹤0.01%
+993
636
$32K ﹤0.01%
1,105
637
$32K ﹤0.01%
273
638
$31.8K ﹤0.01%
400
639
$31.7K ﹤0.01%
1,000
640
$31.4K ﹤0.01%
+200
641
$31.2K ﹤0.01%
+235
642
$31K ﹤0.01%
270
643
$30.9K ﹤0.01%
1,100
644
$30.6K ﹤0.01%
170
645
$30.4K ﹤0.01%
315
646
$30.3K ﹤0.01%
164
647
$28.7K ﹤0.01%
906
+6
648
$28.6K ﹤0.01%
162
+7
649
$28.5K ﹤0.01%
570
650
$28.4K ﹤0.01%
160