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
876
$4.92K ﹤0.01%
17
877
$4.92K ﹤0.01%
+165
878
$4.86K ﹤0.01%
1,067
879
$4.77K ﹤0.01%
100
-100
880
$4.75K ﹤0.01%
200
881
$4.66K ﹤0.01%
415
882
$4.65K ﹤0.01%
87
883
$4.51K ﹤0.01%
126
884
$4.51K ﹤0.01%
46
885
$4.51K ﹤0.01%
220
886
$4.42K ﹤0.01%
35
-89
887
$4.36K ﹤0.01%
150
-10
888
$4.29K ﹤0.01%
50
889
$4.23K ﹤0.01%
400
890
$4.14K ﹤0.01%
+81
891
$4.13K ﹤0.01%
+150
892
$4.08K ﹤0.01%
126
-200
893
$4K ﹤0.01%
200
894
$3.87K ﹤0.01%
429
-226
895
$3.77K ﹤0.01%
+54
896
$3.71K ﹤0.01%
200
897
$3.61K ﹤0.01%
200
898
$3.59K ﹤0.01%
80
-19
899
$3.58K ﹤0.01%
22
900
$3.5K ﹤0.01%
+56
34 35
36
37 38