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
201
$847K 0.08%
12,541
+634
202
$846K 0.08%
9,625
203
$838K 0.08%
5,379
+37
204
$830K 0.08%
9,975
+9,825
205
$820K 0.08%
37,279
-2,114
206
$811K 0.08%
36,727
-6,594
207
$809K 0.08%
5,321
+20
208
$794K 0.08%
1,504
+266
209
$789K 0.07%
2,492
-65
210
$788K 0.07%
15,232
-418
211
$780K 0.07%
20,540
+5,578
212
$772K 0.07%
3,843
+37
213
$769K 0.07%
7,831
-254
214
$762K 0.07%
5,048
+652
215
$752K 0.07%
7,248
-137
216
$751K 0.07%
791
+191
217
$742K 0.07%
1,977
+73
218
$736K 0.07%
17,517
219
$736K 0.07%
1,583
+1,474
220
$729K 0.07%
12,607
-6,870
221
$717K 0.07%
7,000
222
$710K 0.07%
3,745
-150
223
$705K 0.07%
6,760
-24
224
$700K 0.07%
6,950
225
$695K 0.07%
32,424
7 8
9
10 11