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
976
$1.67K ﹤0.01%
50
977
$1.66K ﹤0.01%
50
978
$1.64K ﹤0.01%
41
979
$1.61K ﹤0.01%
100
980
$1.55K ﹤0.01%
25
981
$1.48K ﹤0.01%
15
982
$1.45K ﹤0.01%
+406
983
$1.43K ﹤0.01%
50
984
$1.4K ﹤0.01%
40
985
$1.34K ﹤0.01%
17
986
$1.33K ﹤0.01%
+15
987
$1.24K ﹤0.01%
32
988
$1.21K ﹤0.01%
25
989
$1.18K ﹤0.01%
184
990
$1.17K ﹤0.01%
95
991
$1.11K ﹤0.01%
65
-38
992
$1.09K ﹤0.01%
+5
993
$1.06K ﹤0.01%
200
994
$1.05K ﹤0.01%
36
995
$1.04K ﹤0.01%
12
996
$1.04K ﹤0.01%
+16
997
$1.04K ﹤0.01%
21
998
$1.01K ﹤0.01%
355
999
$972 ﹤0.01%
3
1000
$953 ﹤0.01%
9
38 39
40
41 42