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
$388M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.64M
3
+$1.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$917K

Top Sells

1
+$3.07M
2
+$1.99M
3
+$1.21M
4
VIS icon
Vanguard Industrials ETF
VIS
+$531K
5
SON icon
Sonoco
SON
+$518K

Sector Composition

1 Technology 13.56%
2 Healthcare 12.63%
3 Financials 11.26%
4 Industrials 8.23%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.38%
23,439
+1,842
77
$1.43M 0.37%
41,125
-975
78
$1.39M 0.36%
6,843
+190
79
$1.37M 0.35%
23,660
+2,040
80
$1.36M 0.35%
8,901
+381
81
$1.34M 0.35%
63,340
-8,291
82
$1.32M 0.34%
10,273
+141
83
$1.32M 0.34%
9,424
-228
84
$1.31M 0.34%
39,413
-523
85
$1.31M 0.34%
5,072
+1,919
86
$1.3M 0.34%
7,811
-455
87
$1.29M 0.33%
8,900
+502
88
$1.28M 0.33%
19,545
-925
89
$1.28M 0.33%
14,366
+3,368
90
$1.28M 0.33%
21,606
+974
91
$1.25M 0.32%
55,300
+200
92
$1.23M 0.32%
95,836
-6,336
93
$1.16M 0.3%
17,119
-393
94
$1.15M 0.3%
15,752
+975
95
$1.11M 0.29%
15,272
-3,071
96
$1.1M 0.28%
23,715
-11,183
97
$1.08M 0.28%
13,122
-599
98
$1.07M 0.28%
3,417
+25
99
$1.06M 0.27%
4,333
+34
100
$1.05M 0.27%
781
-35
2 3
4
5 6