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
151
$571K 0.15%
4,220
+275
152
$568K 0.15%
12,407
+30
153
$563K 0.15%
3,175
-81
154
$549K 0.14%
3,803
155
$539K 0.14%
9,171
+1,511
156
$535K 0.14%
13,516
-1,195
157
$533K 0.14%
8,746
-70
158
$526K 0.14%
3,221
+471
159
$514K 0.13%
17,074
160
$510K 0.13%
25,225
161
$507K 0.13%
41,198
-7,439
162
$503K 0.13%
3,255
+930
163
$496K 0.13%
9,100
164
$495K 0.13%
10,654
165
$422K 0.11%
26,840
+445
166
$422K 0.11%
17,816
-377
167
$415K 0.11%
5,645
+1,152
168
$410K 0.11%
14,235
+11,250
169
$404K 0.1%
2,330
-292
170
$403K 0.1%
9,400
-660
171
$401K 0.1%
9,781
-459
172
$389K 0.1%
6,303
-196
173
$388K 0.1%
32,750
-125
174
$387K 0.1%
10,711
+1
175
$381K 0.1%
7,134
5 6
7
8 9