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
1001
$953 ﹤0.01%
50
1002
$946 ﹤0.01%
10
1003
$898 ﹤0.01%
10
1004
$880 ﹤0.01%
+34
1005
$763 ﹤0.01%
3
1006
$734 ﹤0.01%
80
1007
$723 ﹤0.01%
+6
1008
$704 ﹤0.01%
40
1009
$668 ﹤0.01%
11
1010
$653 ﹤0.01%
+9
1011
$651 ﹤0.01%
41
-10
1012
$619 ﹤0.01%
14
1013
$595 ﹤0.01%
14
1014
$557 ﹤0.01%
14
1015
$542 ﹤0.01%
+15
1016
$531 ﹤0.01%
+6
1017
$518 ﹤0.01%
30
1018
$504 ﹤0.01%
+25
1019
$462 ﹤0.01%
7
1020
$459 ﹤0.01%
30
1021
$452 ﹤0.01%
+10
1022
$401 ﹤0.01%
9
1023
$391 ﹤0.01%
25
1024
$369 ﹤0.01%
50
1025
$319 ﹤0.01%
16
39 40
41
42 43