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
201
$282K 0.07%
3,198
202
$280K 0.07%
7,451
-445
203
$277K 0.07%
27,667
-7,170
204
$272K 0.07%
2,201
205
$269K 0.07%
7,866
-603
206
$269K 0.07%
3,200
+115
207
$262K 0.07%
3,246
+200
208
$261K 0.07%
4,874
209
$258K 0.07%
2,910
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210
$257K 0.07%
3,447
211
$255K 0.07%
10,783
+4,630
212
$254K 0.07%
17,610
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213
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1,830
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214
$252K 0.07%
4,778
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215
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5,500
216
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217
$251K 0.06%
3,144
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218
$245K 0.06%
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219
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7,170
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220
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11,166
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221
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3,100
222
$234K 0.06%
8,018
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223
$233K 0.06%
2,350
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224
$225K 0.06%
8,055
+78
225
$224K 0.06%
1,562
-35
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10 11