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
751
$2.28K ﹤0.01%
118
752
$2.24K ﹤0.01%
+142
753
$2.21K ﹤0.01%
20
754
$2.2K ﹤0.01%
145
755
$2.19K ﹤0.01%
35
756
$2.19K ﹤0.01%
100
757
$2.16K ﹤0.01%
400
-100
758
$2.14K ﹤0.01%
60
759
$2.1K ﹤0.01%
57
760
$2.1K ﹤0.01%
200
761
$2.09K ﹤0.01%
12
762
$2.08K ﹤0.01%
400
763
$2.05K ﹤0.01%
100
764
$2.03K ﹤0.01%
63
765
$2K ﹤0.01%
+28
766
$2K ﹤0.01%
80
767
$1.97K ﹤0.01%
219
768
$1.94K ﹤0.01%
54
769
$1.94K ﹤0.01%
3,800
770
$1.94K ﹤0.01%
25
771
$1.92K ﹤0.01%
+80
772
$1.89K ﹤0.01%
234
-4
773
$1.88K ﹤0.01%
100
774
$1.88K ﹤0.01%
81
775
$1.84K ﹤0.01%
105
29 30
31
32 33