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
801
$1.23K ﹤0.01%
9
802
$1.22K ﹤0.01%
+35
803
$1.21K ﹤0.01%
50
804
$1.17K ﹤0.01%
30
805
$1.17K ﹤0.01%
+41
806
$1.15K ﹤0.01%
41
807
$1.09K ﹤0.01%
50
808
$1.09K ﹤0.01%
50
809
$1.07K ﹤0.01%
10
810
$1.06K ﹤0.01%
48
811
$1.03K ﹤0.01%
80
812
$1.02K ﹤0.01%
+22
813
$1K ﹤0.01%
46
814
$956 ﹤0.01%
33
815
$955 ﹤0.01%
+27
816
$946 ﹤0.01%
16
817
$936 ﹤0.01%
50
818
$929 ﹤0.01%
150
819
$909 ﹤0.01%
38
820
$905 ﹤0.01%
+40
821
$882 ﹤0.01%
13
822
$857 ﹤0.01%
84
-153
823
$853 ﹤0.01%
9
824
$834 ﹤0.01%
15
825
$766 ﹤0.01%
448
31 32
33
34 35