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
1
$43.5M 4.11%
101,089
+1,697
2
$29.3M 2.76%
125,723
+184
3
$28.3M 2.67%
102,898
+1,448
4
$25.5M 2.41%
1,127,118
+84,831
5
$20.9M 1.98%
42,889
+693
6
$19.2M 1.82%
931,510
+15,651
7
$17.9M 1.69%
38,971
+2,139
8
$17.9M 1.69%
915,286
+31,604
9
$17.5M 1.65%
88,716
+2,527
10
$17.4M 1.64%
882,415
+35,051
11
$16.8M 1.59%
28,692
+820
12
$16.5M 1.56%
99,520
+5,267
13
$15.7M 1.48%
8,543
-93
14
$15M 1.41%
89,578
-680
15
$14.7M 1.39%
90,873
+1,761
16
$13.6M 1.29%
23,310
+1,128
17
$12.6M 1.19%
107,883
+1,323
18
$12.4M 1.17%
13,950
-16
19
$12.3M 1.16%
66,237
+2,961
20
$12.3M 1.16%
45,537
+1,161
21
$11.5M 1.09%
20,104
-8
22
$10.8M 1.02%
62,524
+1,297
23
$10.6M 1%
43,071
+276
24
$9.68M 0.91%
107,518
+1,271
25
$9.37M 0.88%
81,252
+1,252
1
2 3 4 5