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
651
$8.09K ﹤0.01%
59
652
$8.04K ﹤0.01%
100
653
$8.03K ﹤0.01%
136
654
$7.99K ﹤0.01%
100
-833
655
$7.92K ﹤0.01%
2,200
656
$7.8K ﹤0.01%
50
657
$7.69K ﹤0.01%
800
658
$7.6K ﹤0.01%
1,100
-200
659
$7.59K ﹤0.01%
64
660
$7.27K ﹤0.01%
105
661
$7.21K ﹤0.01%
+1,153
662
$7.17K ﹤0.01%
500
663
$7.07K ﹤0.01%
600
664
$6.9K ﹤0.01%
75
665
$6.85K ﹤0.01%
1,000
-700
666
$6.79K ﹤0.01%
200
667
$6.69K ﹤0.01%
375
668
$6.42K ﹤0.01%
250
669
$6.32K ﹤0.01%
150
+50
670
$6.27K ﹤0.01%
235
+200
671
$5.97K ﹤0.01%
422
672
$5.97K ﹤0.01%
650
-400
673
$5.95K ﹤0.01%
+91
674
$5.94K ﹤0.01%
75
675
$5.87K ﹤0.01%
250
25 26
27
28 29