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
176
$1.21M 0.11%
12,365
-262
177
$1.19M 0.11%
11,322
+589
178
$1.17M 0.11%
4,290
+581
179
$1.17M 0.11%
9,959
+119
180
$1.15M 0.11%
5,985
+455
181
$1.15M 0.11%
1,375
+154
182
$1.14M 0.11%
3,281
-1,487
183
$1.13M 0.11%
8,172
184
$1.1M 0.1%
9,800
-50
185
$1.09M 0.1%
20,772
186
$1.03M 0.1%
35,335
-500
187
$1.02M 0.1%
63,655
188
$962K 0.09%
15,440
189
$961K 0.09%
5,522
+373
190
$961K 0.09%
3,762
191
$954K 0.09%
4,270
-7
192
$915K 0.09%
6,374
-142
193
$912K 0.09%
11,820
-75
194
$903K 0.09%
26,655
-1,195
195
$902K 0.09%
858
+583
196
$898K 0.08%
15,903
+836
197
$897K 0.08%
9,250
-200
198
$890K 0.08%
14,148
-6,599
199
$872K 0.08%
2,930
+768
200
$866K 0.08%
7,526
-75
6 7
8
9 10