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
76
$3.56M 0.34%
29,045
+2,125
77
$3.56M 0.34%
12,556
-1,295
78
$3.54M 0.33%
14,265
+170
79
$3.5M 0.33%
96,797
-2,171
80
$3.5M 0.33%
99,697
-1,292
81
$3.47M 0.33%
10,194
+132
82
$3.47M 0.33%
1,100
+58
83
$3.43M 0.32%
86,347
-14,331
84
$3.35M 0.32%
30,627
+1,297
85
$3.34M 0.32%
41,380
-1,469
86
$3.3M 0.31%
77,073
-4,415
87
$3.26M 0.31%
115,551
+1,284
88
$3.18M 0.3%
53,899
-9,306
89
$3.17M 0.3%
6,098
+1,135
90
$3.16M 0.3%
75,660
-5,775
91
$3.11M 0.29%
89,924
-255
92
$2.99M 0.28%
56,215
-259
93
$2.96M 0.28%
49,520
-519
94
$2.95M 0.28%
27,072
-150
95
$2.94M 0.28%
20,664
-62
96
$2.94M 0.28%
49,403
97
$2.93M 0.28%
16,781
-397
98
$2.92M 0.28%
29,981
+1,570
99
$2.92M 0.28%
39,645
+74
100
$2.91M 0.28%
23,473
+1,270
2 3
4
5 6