AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$2.15M
3
+$2.11M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.93M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.85M

Top Sells

1
+$1.8M
2
+$866K
3
+$839K
4
BAC icon
Bank of America
BAC
+$574K
5
INTC icon
Intel
INTC
+$558K

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
726
$15.7K ﹤0.01%
94
727
$15.6K ﹤0.01%
268
728
$15.2K ﹤0.01%
130
+75
729
$15.1K ﹤0.01%
+1,553
730
$15K ﹤0.01%
37
731
$15K ﹤0.01%
95
732
$14.7K ﹤0.01%
176
+46
733
$14.6K ﹤0.01%
275
734
$14.6K ﹤0.01%
124
735
$14.5K ﹤0.01%
148
736
$14.4K ﹤0.01%
533
737
$14.3K ﹤0.01%
1,500
738
$13.8K ﹤0.01%
200
739
$13.7K ﹤0.01%
375
+75
740
$13.7K ﹤0.01%
170
741
$13.6K ﹤0.01%
430
-300
742
$13.3K ﹤0.01%
50
743
$13.2K ﹤0.01%
138
744
$13.2K ﹤0.01%
35
745
$13.1K ﹤0.01%
5,000
746
$13K ﹤0.01%
+800
747
$12.8K ﹤0.01%
80
748
$12.6K ﹤0.01%
+300
749
$12.6K ﹤0.01%
115
750
$12.6K ﹤0.01%
75
28 29
30
31 32