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
51
$2.3M 0.59%
47,562
+3,049
52
$2.27M 0.59%
109,650
+5,264
53
$2.13M 0.55%
73,964
+21,772
54
$2.12M 0.55%
12,788
-606
55
$2.09M 0.54%
109,206
-1,200
56
$2.02M 0.52%
40,270
-1,281
57
$2.01M 0.52%
13,781
-509
58
$2M 0.52%
12,001
+1,345
59
$1.98M 0.51%
50,478
+2,105
60
$1.98M 0.51%
64,093
-7,379
61
$1.94M 0.5%
32,636
-266
62
$1.93M 0.5%
6,792
-210
63
$1.87M 0.48%
23,002
-1,126
64
$1.84M 0.48%
7,633
+190
65
$1.84M 0.48%
13,277
+813
66
$1.84M 0.47%
29,608
+748
67
$1.84M 0.47%
24,453
+2,908
68
$1.77M 0.46%
19,684
-318
69
$1.73M 0.45%
90,312
+85,712
70
$1.72M 0.44%
11,536
+110
71
$1.66M 0.43%
27,584
-880
72
$1.54M 0.4%
11,256
-364
73
$1.52M 0.39%
40,536
-474
74
$1.5M 0.39%
32,895
-3,951
75
$1.5M 0.39%
11,427
-2,650
1 2
3
4 5