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
701
$19.7K ﹤0.01%
+166
702
$19.5K ﹤0.01%
291
703
$19.3K ﹤0.01%
300
704
$19.2K ﹤0.01%
620
-29
705
$19K ﹤0.01%
148
-54
706
$18.9K ﹤0.01%
1,214
707
$18.7K ﹤0.01%
214
708
$18.7K ﹤0.01%
188
+34
709
$18.7K ﹤0.01%
200
710
$18.7K ﹤0.01%
85
711
$18.6K ﹤0.01%
200
-100
712
$18.3K ﹤0.01%
175
713
$18.2K ﹤0.01%
335
714
$17.9K ﹤0.01%
580
715
$17.9K ﹤0.01%
200
716
$17.7K ﹤0.01%
64
717
$17.3K ﹤0.01%
200
718
$16.9K ﹤0.01%
161
719
$16.7K ﹤0.01%
246
-19
720
$16.5K ﹤0.01%
147
-1
721
$16.3K ﹤0.01%
1,402
-548
722
$16.2K ﹤0.01%
194
723
$15.8K ﹤0.01%
350
724
$15.8K ﹤0.01%
105
725
$15.7K ﹤0.01%
335