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
151
$1.5M 0.14%
2,415
+150
152
$1.47M 0.14%
2,911
-1,563
153
$1.47M 0.14%
17,414
+1,333
154
$1.47M 0.14%
67,894
+31
155
$1.45M 0.14%
7,655
-959
156
$1.45M 0.14%
20,215
-1,225
157
$1.45M 0.14%
3,052
158
$1.39M 0.13%
8,014
+104
159
$1.38M 0.13%
10,776
-622
160
$1.36M 0.13%
5,193
-109
161
$1.35M 0.13%
2,831
+175
162
$1.35M 0.13%
8,395
-215
163
$1.31M 0.12%
12,148
-610
164
$1.31M 0.12%
917
+44
165
$1.3M 0.12%
48,322
-3,734
166
$1.29M 0.12%
629
+101
167
$1.28M 0.12%
10,953
+10,272
168
$1.26M 0.12%
12,138
-385
169
$1.26M 0.12%
61,236
-1,020
170
$1.26M 0.12%
7,673
+1,754
171
$1.24M 0.12%
4,582
+680
172
$1.24M 0.12%
19,686
+144
173
$1.24M 0.12%
52,836
-22,361
174
$1.22M 0.12%
1,364
+78
175
$1.21M 0.11%
27,238
-526
5 6
7
8 9