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
51
$5.37M 0.51%
10,171
+335
52
$5.33M 0.5%
118,777
+725
53
$5.21M 0.49%
13,317
+376
54
$5.04M 0.48%
7,105
+149
55
$5M 0.47%
123,012
+581
56
$4.65M 0.44%
58,564
-22,878
57
$4.61M 0.44%
9,345
+153
58
$4.59M 0.43%
8,000
+2,720
59
$4.51M 0.43%
99,991
-3,772
60
$4.41M 0.42%
52,178
+2,252
61
$4.29M 0.4%
14,083
+1,003
62
$4.29M 0.4%
8,668
-100
63
$4.26M 0.4%
15,384
+1,001
64
$4.25M 0.4%
164,876
-976
65
$4.14M 0.39%
274,115
+181,210
66
$4.11M 0.39%
142,137
-1,166
67
$4.11M 0.39%
23,809
+2,419
68
$4.08M 0.38%
23,987
-2,372
69
$4.07M 0.38%
14,429
+217
70
$3.99M 0.38%
41,464
-497
71
$3.97M 0.38%
17,232
+920
72
$3.84M 0.36%
50,083
-1,443
73
$3.73M 0.35%
33,894
+612
74
$3.6M 0.34%
9,966
+8
75
$3.56M 0.34%
45,966
+1,866
1 2
3
4 5