AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
751
$12.4K ﹤0.01%
285
752
$12.3K ﹤0.01%
258
753
$12.2K ﹤0.01%
638
-497
754
$12.2K ﹤0.01%
5,400
+1,300
755
$12K ﹤0.01%
26
756
$11.9K ﹤0.01%
250
757
$11.9K ﹤0.01%
200
758
$11.8K ﹤0.01%
62
759
$11.8K ﹤0.01%
65
-3
760
$11.7K ﹤0.01%
98
761
$11.7K ﹤0.01%
150
-122
762
$11.7K ﹤0.01%
57
763
$11.4K ﹤0.01%
300
764
$11K ﹤0.01%
500
765
$10.9K ﹤0.01%
357
766
$10.9K ﹤0.01%
1,000
767
$10.9K ﹤0.01%
4,000
768
$10.8K ﹤0.01%
1,000
769
$10.8K ﹤0.01%
249
770
$10.8K ﹤0.01%
36
771
$10.8K ﹤0.01%
72
772
$10.8K ﹤0.01%
350
773
$10.8K ﹤0.01%
47
774
$10.6K ﹤0.01%
100
-237
775
$10.5K ﹤0.01%
24
29 30
31
32 33