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
126
$794K 0.2%
9,630
+29
127
$748K 0.19%
17,756
-1,043
128
$739K 0.19%
2,181
-29
129
$725K 0.19%
6,673
+749
130
$722K 0.19%
48,127
131
$721K 0.19%
5,075
-95
132
$718K 0.19%
73,467
-1,900
133
$714K 0.18%
4,728
+1,659
134
$711K 0.18%
6,030
-50
135
$700K 0.18%
18,483
+2,043
136
$700K 0.18%
3,750
+554
137
$677K 0.17%
15,296
-48
138
$657K 0.17%
13,755
-425
139
$650K 0.17%
5,436
-1,240
140
$635K 0.16%
3,000
141
$630K 0.16%
2,083
+23
142
$623K 0.16%
16,119
+1,410
143
$616K 0.16%
35,940
-1,300
144
$612K 0.16%
6,587
-138
145
$604K 0.16%
28,740
-94,783
146
$596K 0.15%
10,674
+124
147
$593K 0.15%
20,653
-3,887
148
$590K 0.15%
2,958
-37
149
$587K 0.15%
3,258
-97
150
$580K 0.15%
6,492
+55
4 5
6
7 8