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
676
$5.83K ﹤0.01%
500
677
$5.82K ﹤0.01%
+138
678
$5.81K ﹤0.01%
575
-425
679
$5.77K ﹤0.01%
100
680
$5.71K ﹤0.01%
100
681
$5.6K ﹤0.01%
200
682
$5.59K ﹤0.01%
150
683
$5.5K ﹤0.01%
230
-1,300
684
$5.45K ﹤0.01%
145
685
$5.41K ﹤0.01%
50
686
$5.41K ﹤0.01%
146
687
$5.36K ﹤0.01%
188
688
$5.35K ﹤0.01%
434
689
$5.34K ﹤0.01%
200
690
$5.16K ﹤0.01%
184
691
$5.09K ﹤0.01%
80
692
$4.78K ﹤0.01%
100
693
$4.64K ﹤0.01%
97
+15
694
$4.54K ﹤0.01%
1,000
695
$4.52K ﹤0.01%
149
696
$4.46K ﹤0.01%
99
697
$4.42K ﹤0.01%
408
698
$4.4K ﹤0.01%
150
699
$4.37K ﹤0.01%
125
700
$4.34K ﹤0.01%
50
26 27
28
29 30