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
951
$2.12K ﹤0.01%
81
952
$2.09K ﹤0.01%
+7
953
$2.06K ﹤0.01%
7
954
$2.05K ﹤0.01%
12
955
$2.02K ﹤0.01%
28
956
$2.01K ﹤0.01%
40
957
$2K ﹤0.01%
+17
958
$1.96K ﹤0.01%
+15
959
$1.95K ﹤0.01%
40
960
$1.95K ﹤0.01%
20
961
$1.95K ﹤0.01%
44
962
$1.94K ﹤0.01%
35
963
$1.93K ﹤0.01%
46
964
$1.91K ﹤0.01%
+60
965
$1.88K ﹤0.01%
4
966
$1.8K ﹤0.01%
90
967
$1.75K ﹤0.01%
35
968
$1.74K ﹤0.01%
25
969
$1.73K ﹤0.01%
30
970
$1.7K ﹤0.01%
30
971
$1.7K ﹤0.01%
15
972
$1.69K ﹤0.01%
+54
973
$1.69K ﹤0.01%
+19
974
$1.68K ﹤0.01%
201
-899
975
$1.67K ﹤0.01%
200
37 38
39
40 41