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
926
$2.43K ﹤0.01%
300
927
$2.38K ﹤0.01%
+12
928
$2.38K ﹤0.01%
80
929
$2.34K ﹤0.01%
+69
930
$2.33K ﹤0.01%
+30
931
$2.31K ﹤0.01%
46
932
$2.3K ﹤0.01%
400
933
$2.29K ﹤0.01%
21
+2
934
$2.29K ﹤0.01%
211
935
$2.28K ﹤0.01%
18
-134
936
$2.28K ﹤0.01%
+244
937
$2.27K ﹤0.01%
99
-9
938
$2.27K ﹤0.01%
80
939
$2.27K ﹤0.01%
20
+7
940
$2.27K ﹤0.01%
+23
941
$2.26K ﹤0.01%
+15
942
$2.26K ﹤0.01%
15
943
$2.24K ﹤0.01%
200
944
$2.2K ﹤0.01%
450
945
$2.18K ﹤0.01%
20
946
$2.17K ﹤0.01%
94
947
$2.15K ﹤0.01%
15
948
$2.13K ﹤0.01%
+34
949
$2.13K ﹤0.01%
+44
950
$2.12K ﹤0.01%
+1,200
36 37
38
39 40