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
176
$380K 0.1%
22,114
-182
177
$380K 0.1%
3,893
+12
178
$374K 0.1%
12,131
-1,109
179
$369K 0.1%
1,647
-26
180
$368K 0.09%
2,223
+212
181
$347K 0.09%
2,406
-571
182
$347K 0.09%
24,280
+1,000
183
$346K 0.09%
2,702
+32
184
$343K 0.09%
2,278
+1,600
185
$338K 0.09%
4,440
-75
186
$337K 0.09%
4,823
+749
187
$335K 0.09%
1,474
+439
188
$332K 0.09%
755
-103
189
$324K 0.08%
15,775
+550
190
$317K 0.08%
+13,250
191
$315K 0.08%
9,400
+730
192
$313K 0.08%
7,684
+5
193
$300K 0.08%
9,193
-425
194
$298K 0.08%
9,909
+2,359
195
$297K 0.08%
5,130
196
$293K 0.08%
5,255
-116
197
$293K 0.08%
3,189
+167
198
$290K 0.07%
16,504
+1,200
199
$289K 0.07%
4,596
-300
200
$287K 0.07%
22,228
-170
6 7
8
9 10