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
901
$3.46K ﹤0.01%
550
902
$3.46K ﹤0.01%
38
903
$3.45K ﹤0.01%
10
904
$3.33K ﹤0.01%
25
905
$3.32K ﹤0.01%
191
906
$3.31K ﹤0.01%
51
907
$3.31K ﹤0.01%
25
908
$3.29K ﹤0.01%
+11
909
$3.22K ﹤0.01%
106
910
$3.18K ﹤0.01%
108
911
$3.15K ﹤0.01%
+24
912
$3.14K ﹤0.01%
+297
913
$3.13K ﹤0.01%
48
914
$3.06K ﹤0.01%
30
915
$2.92K ﹤0.01%
250
916
$2.86K ﹤0.01%
39
917
$2.85K ﹤0.01%
50
918
$2.84K ﹤0.01%
42
919
$2.81K ﹤0.01%
10
920
$2.7K ﹤0.01%
+73
921
$2.64K ﹤0.01%
+14
922
$2.59K ﹤0.01%
55
923
$2.58K ﹤0.01%
+10
924
$2.53K ﹤0.01%
300
925
$2.46K ﹤0.01%
75
35 36
37
38 39