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
826
$759 ﹤0.01%
10
827
$749 ﹤0.01%
85
828
$671 ﹤0.01%
+14
829
$663 ﹤0.01%
16
830
$633 ﹤0.01%
+50
831
$614 ﹤0.01%
49
-2,500
832
$604 ﹤0.01%
+8
833
$602 ﹤0.01%
13
834
$598 ﹤0.01%
104
835
$588 ﹤0.01%
73
836
$545 ﹤0.01%
21
837
$540 ﹤0.01%
200
838
$535 ﹤0.01%
146
839
$532 ﹤0.01%
110
840
$485 ﹤0.01%
55
-9,400
841
$458 ﹤0.01%
199
842
$455 ﹤0.01%
26
843
$448 ﹤0.01%
79
844
$436 ﹤0.01%
216
845
$428 ﹤0.01%
62
-50
846
$400 ﹤0.01%
50
847
$398 ﹤0.01%
110
848
$339 ﹤0.01%
8
849
$314 ﹤0.01%
13
850
$209 ﹤0.01%
4
32 33
34
35 36