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
1026
$304 ﹤0.01%
65
-530
1027
$302 ﹤0.01%
66
1028
$282 ﹤0.01%
20
1029
$271 ﹤0.01%
3
1030
$224 ﹤0.01%
56
1031
$189 ﹤0.01%
2
1032
$173 ﹤0.01%
79
1033
$164 ﹤0.01%
2
1034
– –
0
1035
$141 ﹤0.01%
+1
1036
$137 ﹤0.01%
5
1037
$137 ﹤0.01%
+1
1038
$94 ﹤0.01%
12
+11
1039
$58 ﹤0.01%
+1
1040
$47 ﹤0.01%
10
1041
$42 ﹤0.01%
17
1042
$36 ﹤0.01%
+1
1043
$32 ﹤0.01%
12
1044
$19 ﹤0.01%
4
1045
$11 ﹤0.01%
100
1046
$5 ﹤0.01%
+1
1047
$1 ﹤0.01%
1
1048
– –
-16
1049
– –
-781
1050
– –
-4,425
40 41
42
43 44