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
1
$14.6M 3.78%
90,907
-754
2
$14.1M 3.65%
178,595
-38,817
3
$14M 3.61%
88,762
+2,831
4
$6.95M 1.79%
109,320
+19,772
5
$6.41M 1.65%
66,321
+952
6
$6.37M 1.64%
117,623
+5,524
7
$6.18M 1.6%
605,766
+114,492
8
$6.16M 1.59%
46,981
+2,052
9
$4.9M 1.27%
34,761
+336
10
$4.81M 1.24%
82,660
+7,100
11
$4.52M 1.17%
155,297
+1,034
12
$4.48M 1.16%
83,436
+4,339
13
$4.34M 1.12%
22,773
+4,815
14
$4.31M 1.11%
59,660
-56
15
$4.29M 1.11%
54,415
-640
16
$4.19M 1.08%
51,765
+1,012
17
$4.05M 1.05%
130,840
+7,156
18
$3.91M 1.01%
41,837
+8,421
19
$3.67M 0.95%
166,737
+6,646
20
$3.66M 0.94%
260,082
-19,959
21
$3.61M 0.93%
17,026
+4,010
22
$3.59M 0.93%
11,275
+309
23
$3.55M 0.91%
46,531
+3,210
24
$3.43M 0.88%
18,364
-272
25
$3.36M 0.87%
162,076
+6,672
1
2 3 4 5