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
676
$23.6K ﹤0.01%
405
677
$23.6K ﹤0.01%
448
678
$23.2K ﹤0.01%
+385
679
$23.1K ﹤0.01%
25
680
$23.1K ﹤0.01%
354
+86
681
$23K ﹤0.01%
200
682
$22.7K ﹤0.01%
600
683
$22.3K ﹤0.01%
447
+28
684
$21.9K ﹤0.01%
1,500
685
$21.8K ﹤0.01%
21
686
$21.7K ﹤0.01%
169
687
$21.7K ﹤0.01%
145
688
$21.7K ﹤0.01%
1,800
689
$21.2K ﹤0.01%
269
690
$21.1K ﹤0.01%
520
+464
691
$21K ﹤0.01%
1,977
-80
692
$20.6K ﹤0.01%
1,500
693
$20.6K ﹤0.01%
405
+26
694
$20.4K ﹤0.01%
200
695
$20.4K ﹤0.01%
35
696
$20.4K ﹤0.01%
74
697
$20.1K ﹤0.01%
542
698
$19.9K ﹤0.01%
200
-100
699
$19.8K ﹤0.01%
908
700
$19.7K ﹤0.01%
40