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
776
$1.84K ﹤0.01%
52
777
$1.83K ﹤0.01%
232
778
$1.82K ﹤0.01%
+21
779
$1.81K ﹤0.01%
35
780
$1.77K ﹤0.01%
278
-166
781
$1.77K ﹤0.01%
1,020
782
$1.77K ﹤0.01%
500
783
$1.73K ﹤0.01%
170
784
$1.73K ﹤0.01%
+12
785
$1.55K ﹤0.01%
+100
786
$1.54K ﹤0.01%
252
787
$1.52K ﹤0.01%
+14
788
$1.42K ﹤0.01%
100
789
$1.4K ﹤0.01%
50
790
$1.39K ﹤0.01%
+43
791
$1.38K ﹤0.01%
106
792
$1.37K ﹤0.01%
+200
793
$1.35K ﹤0.01%
46
794
$1.35K ﹤0.01%
50
795
$1.33K ﹤0.01%
100
796
$1.33K ﹤0.01%
40
797
$1.27K ﹤0.01%
55
798
$1.26K ﹤0.01%
+158
799
$1.23K ﹤0.01%
12
800
$1.23K ﹤0.01%
39
-23
30 31
32
33 34