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
$388M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.64M
3
+$1.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$917K

Top Sells

1
+$3.07M
2
+$1.99M
3
+$1.21M
4
VIS icon
Vanguard Industrials ETF
VIS
+$531K
5
SON icon
Sonoco
SON
+$518K

Sector Composition

1 Technology 13.56%
2 Healthcare 12.63%
3 Financials 11.26%
4 Industrials 8.23%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.26%
8,793
-626
102
$994K 0.26%
48,378
-100
103
$981K 0.25%
9,251
+20
104
$978K 0.25%
41,382
+307
105
$977K 0.25%
9,870
106
$962K 0.25%
14,490
-300
107
$954K 0.25%
10,954
-550
108
$945K 0.24%
27,592
-488
109
$945K 0.24%
47,070
+3,225
110
$940K 0.24%
9,471
111
$911K 0.24%
14,486
+236
112
$909K 0.23%
7,409
-158
113
$905K 0.23%
17,849
-9,958
114
$898K 0.23%
3,148
+156
115
$894K 0.23%
6,939
-435
116
$884K 0.23%
8,018
-4,815
117
$880K 0.23%
28,783
+60
118
$876K 0.23%
8,766
-134
119
$833K 0.21%
49,235
-2,525
120
$831K 0.21%
5,332
+300
121
$814K 0.21%
47,997
-434
122
$801K 0.21%
23,785
+231
123
$798K 0.21%
57,319
+4,304
124
$797K 0.21%
15,759
+809
125
$797K 0.21%
9,306
-675
3 4
5
6 7