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
851
$6.37K ﹤0.01%
640
+500
852
$6.36K ﹤0.01%
2,100
853
$6.36K ﹤0.01%
75
854
$6.29K ﹤0.01%
1,094
+12
855
$6.17K ﹤0.01%
86
856
$6.11K ﹤0.01%
31
857
$5.98K ﹤0.01%
80
+1
858
$5.91K ﹤0.01%
22
+15
859
$5.88K ﹤0.01%
37
860
$5.8K ﹤0.01%
53
861
$5.8K ﹤0.01%
+117
862
$5.71K ﹤0.01%
35
863
$5.52K ﹤0.01%
+23
864
$5.51K ﹤0.01%
86
865
$5.51K ﹤0.01%
58
866
$5.45K ﹤0.01%
145
867
$5.43K ﹤0.01%
422
868
$5.24K ﹤0.01%
+29
869
$5.18K ﹤0.01%
250
870
$5.06K ﹤0.01%
100
871
$5.02K ﹤0.01%
200
872
$5.02K ﹤0.01%
17
873
$5.01K ﹤0.01%
+100
874
$5.01K ﹤0.01%
151
+1
875
$4.95K ﹤0.01%
104
33 34
35
36 37