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
$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
776
$10.4K ﹤0.01%
81
777
$10.4K ﹤0.01%
350
778
$10.3K ﹤0.01%
280
779
$10.3K ﹤0.01%
57
780
$10.3K ﹤0.01%
107
781
$10.2K ﹤0.01%
146
-215
782
$10.1K ﹤0.01%
+75
783
$9.99K ﹤0.01%
45
784
$9.95K ﹤0.01%
121
-19
785
$9.9K ﹤0.01%
900
786
$9.79K ﹤0.01%
100
787
$9.78K ﹤0.01%
1,127
+15
788
$9.77K ﹤0.01%
40
789
$9.71K ﹤0.01%
50
790
$9.54K ﹤0.01%
500
791
$9.47K ﹤0.01%
100
792
$9.44K ﹤0.01%
200
793
$9.42K ﹤0.01%
425
794
$9.38K ﹤0.01%
400
795
$9.37K ﹤0.01%
+75
796
$9.36K ﹤0.01%
740
797
$9.28K ﹤0.01%
+150
798
$9.25K ﹤0.01%
400
799
$9.23K ﹤0.01%
189
800
$9.19K ﹤0.01%
+80