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
101
$2.85M 0.27%
37,140
-780
102
$2.76M 0.26%
42,416
-595
103
$2.75M 0.26%
35,219
+3,175
104
$2.67M 0.25%
10,265
+237
105
$2.62M 0.25%
12,945
-2,460
106
$2.59M 0.24%
9,908
+1,132
107
$2.55M 0.24%
12,856
+10,134
108
$2.53M 0.24%
33,718
+2,755
109
$2.49M 0.23%
17,106
+738
110
$2.42M 0.23%
36,724
-1,311
111
$2.41M 0.23%
8,892
-10
112
$2.41M 0.23%
4,125
+320
113
$2.4M 0.23%
11,633
+2,378
114
$2.39M 0.23%
43,677
-2,460
115
$2.35M 0.22%
36,229
+3,637
116
$2.33M 0.22%
39,990
-470
117
$2.32M 0.22%
19,188
-603
118
$2.28M 0.22%
20,384
+852
119
$2.26M 0.21%
+30,262
120
$2.25M 0.21%
9,669
+1,304
121
$2.21M 0.21%
+63,652
122
$2.17M 0.2%
6,135
+474
123
$2.16M 0.2%
73,938
-3,815
124
$2.15M 0.2%
9,862
+553
125
$2.13M 0.2%
11,320
+3,518
3 4
5
6 7