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
651
$28.2K ﹤0.01%
315
652
$27.7K ﹤0.01%
500
653
$27.2K ﹤0.01%
446
654
$27.1K ﹤0.01%
300
-37
655
$26.9K ﹤0.01%
1,375
656
$26.8K ﹤0.01%
71
657
$26.7K ﹤0.01%
156
658
$26.3K ﹤0.01%
100
659
$26.3K ﹤0.01%
166
660
$26.2K ﹤0.01%
571
661
$25.9K ﹤0.01%
429
662
$25.9K ﹤0.01%
264
663
$25.5K ﹤0.01%
2,000
+500
664
$25.5K ﹤0.01%
2,300
665
$25.3K ﹤0.01%
700
666
$25.2K ﹤0.01%
300
667
$25K ﹤0.01%
250
668
$24.9K ﹤0.01%
575
669
$24.6K ﹤0.01%
250
670
$24.4K ﹤0.01%
216
671
$24.4K ﹤0.01%
370
672
$24.2K ﹤0.01%
+108
673
$24.1K ﹤0.01%
117
674
$24K ﹤0.01%
447
675
$23.7K ﹤0.01%
300