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
126
$2.09M 0.2%
4,230
+953
127
$2.09M 0.2%
11,983
+1,148
128
$2.03M 0.19%
7,700
-291
129
$1.96M 0.18%
6,078
-133
130
$1.95M 0.18%
463
-22
131
$1.84M 0.17%
45,118
-3,519
132
$1.83M 0.17%
15,063
-11
133
$1.82M 0.17%
4,747
+379
134
$1.81M 0.17%
13,494
+461
135
$1.73M 0.16%
17,756
-326
136
$1.72M 0.16%
7,799
+149
137
$1.69M 0.16%
7,136
-45
138
$1.68M 0.16%
6,039
+78
139
$1.66M 0.16%
10,188
-259
140
$1.65M 0.16%
26,271
+15,425
141
$1.64M 0.16%
22,365
+67
142
$1.6M 0.15%
13,447
+297
143
$1.6M 0.15%
11,820
+1,370
144
$1.57M 0.15%
3,045
-92
145
$1.57M 0.15%
14,723
+10,399
146
$1.56M 0.15%
30,400
+9,300
147
$1.55M 0.15%
6,352
+368
148
$1.52M 0.14%
5,035
-300
149
$1.52M 0.14%
+24,825
150
$1.5M 0.14%
26,116
+1,724
4 5
6
7 8