AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
This Quarter Return
+17.64%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$447M
AUM Growth
+$447M
(+15%)
Cap. Flow
-$3.62M
Cap. Flow
% of AUM
-0.81%
Top 10 Holdings %
Top 10 Hldgs %
23.07%
Holding
916
New
54
Increased
126
Reduced
287
Closed
35
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$1.61M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.13M |
| 3 |
Edwards Lifesciences
EW
|
$1.04M |
| 4 |
Sonoco
SON
|
$514K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$404K |
Top Sells
| 1 |
Alerian MLP ETF
AMLP
|
$2.23M |
| 2 |
Boeing
BA
|
$998K |
| 3 |
CONE
CyrusOne Inc Common Stock
CONE
|
$389K |
| 4 |
Ingles Markets
IMKTA
|
$387K |
| 5 |
Booking.com
BKNG
|
$377K |
Sector Composition
| 1 | Technology | 14.71% |
| 2 | Healthcare | 12.26% |
| 3 | Financials | 11.04% |
| 4 | Industrials | 7.96% |
| 5 | Communication Services | 6.58% |
