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
$341M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.79M
3
+$1.9M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.52M

Top Sells

1
+$647K
2
+$394K
3
+$361K
4
GLW icon
Corning
GLW
+$348K
5
FLR icon
Fluor
FLR
+$343K

Sector Composition

1 Healthcare 14.16%
2 Financials 13.92%
3 Industrials 10.84%
4 Technology 9.59%
5 Consumer Staples 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$305K 0.09%
22,462
-700
227
$302K 0.09%
5,792
+265
228
$300K 0.09%
10,960
+350
229
$299K 0.09%
3,150
+450
230
$290K 0.08%
2,021
+545
231
$289K 0.08%
8,000
232
$287K 0.08%
3,881
-81
233
$285K 0.08%
20,072
234
$281K 0.08%
1,670
235
$278K 0.08%
2,230
+1,655
236
$278K 0.08%
4,645
+150
237
$274K 0.08%
19,100
238
$273K 0.08%
3,033
239
$269K 0.08%
1,307
240
$268K 0.08%
25,716
+54
241
$261K 0.08%
2,298
-67
242
$260K 0.08%
+6,944
243
$257K 0.08%
69,300
+6,500
244
$256K 0.08%
1,480
+180
245
$256K 0.07%
7,400
+200
246
$247K 0.07%
3,550
+119
247
$239K 0.07%
11,125
248
$234K 0.07%
13,700
249
$230K 0.07%
3,666
+900
250
$229K 0.07%
4,966
-1,000
8 9
10
11 12