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
726
$3.23K ﹤0.01%
40
727
$3.2K ﹤0.01%
324
+2
728
$3.19K ﹤0.01%
103
729
$3.15K ﹤0.01%
58
730
$3.15K ﹤0.01%
400
731
$3.09K ﹤0.01%
86
732
$2.99K ﹤0.01%
66
733
$2.89K ﹤0.01%
50
734
$2.88K ﹤0.01%
+320
735
$2.82K ﹤0.01%
100
-83
736
$2.76K ﹤0.01%
400
+200
737
$2.72K ﹤0.01%
50
738
$2.71K ﹤0.01%
85
739
$2.71K ﹤0.01%
86
+40
740
$2.69K ﹤0.01%
72
741
$2.65K ﹤0.01%
500
742
$2.63K ﹤0.01%
138
743
$2.61K ﹤0.01%
80
744
$2.61K ﹤0.01%
200
745
$2.54K ﹤0.01%
525
-27,100
746
$2.53K ﹤0.01%
105
747
$2.48K ﹤0.01%
800
-250
748
$2.48K ﹤0.01%
+102
749
$2.43K ﹤0.01%
75
750
$2.31K ﹤0.01%
36
28 29
30
31 32