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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
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
+$2.15M
3
+$2.11M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.93M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.85M

Top Sells

1
+$1.8M
2
+$866K
3
+$839K
4
BAC icon
Bank of America
BAC
+$574K
5
INTC icon
Intel
INTC
+$558K

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
1076
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1077
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1078
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1079
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1080
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-215
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$0 ﹤0.01%
50
1082
– –
-6,000
1083
– –
-265
1084
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1085
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1086
– –
-2,700
1087
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1088
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1089
$0 ﹤0.01%
14
1090
– –
-1,458
1091
– –
-50
1092
– –
-107
1093
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-40
1094
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0
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