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
701
$4.27K ﹤0.01%
350
702
$4.24K ﹤0.01%
48
703
$4.18K ﹤0.01%
+500
704
$4.14K ﹤0.01%
375
705
$4.12K ﹤0.01%
117
706
$4.05K ﹤0.01%
96
707
$4.02K ﹤0.01%
506
708
$3.98K ﹤0.01%
124
709
$3.97K ﹤0.01%
92
710
$3.94K ﹤0.01%
55
711
$3.94K ﹤0.01%
172
712
$3.92K ﹤0.01%
400
713
$3.92K ﹤0.01%
+120
714
$3.75K ﹤0.01%
155
715
$3.73K ﹤0.01%
366
716
$3.72K ﹤0.01%
100
717
$3.62K ﹤0.01%
111
718
$3.6K ﹤0.01%
250
719
$3.54K ﹤0.01%
+200
720
$3.51K ﹤0.01%
45
721
$3.44K ﹤0.01%
350
-300
722
$3.43K ﹤0.01%
600
723
$3.39K ﹤0.01%
37
724
$3.34K ﹤0.01%
100
725
$3.29K ﹤0.01%
250
27 28
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