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
826
$7.55K ﹤0.01%
124
827
$7.55K ﹤0.01%
+159
828
$7.47K ﹤0.01%
61
829
$7.45K ﹤0.01%
100
830
$7.43K ﹤0.01%
218
831
$7.38K ﹤0.01%
250
832
$7.37K ﹤0.01%
176
833
$7.28K ﹤0.01%
157
834
$7.24K ﹤0.01%
27
835
$7.22K ﹤0.01%
47
836
$7.22K ﹤0.01%
200
837
$7.21K ﹤0.01%
261
838
$7.15K ﹤0.01%
167
839
$7.14K ﹤0.01%
50
840
$7.09K ﹤0.01%
30
841
$7.08K ﹤0.01%
65
842
$6.98K ﹤0.01%
370
843
$6.91K ﹤0.01%
20
-61
844
$6.91K ﹤0.01%
100
845
$6.8K ﹤0.01%
120
846
$6.61K ﹤0.01%
25
847
$6.58K ﹤0.01%
290
848
$6.47K ﹤0.01%
+1,297
849
$6.43K ﹤0.01%
165
850
$6.41K ﹤0.01%
125
32 33
34
35 36