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
251
$227K 0.07%
3,230
252
$227K 0.07%
1,865
+188
253
$219K 0.06%
4,536
-325
254
$219K 0.06%
1,647
-15
255
$211K 0.06%
1,600
256
$211K 0.06%
2,869
257
$208K 0.06%
+5,300
258
$202K 0.06%
10,927
+49
259
$202K 0.06%
5,650
-100
260
$201K 0.06%
3,198
261
$197K 0.06%
1,849
+659
262
$195K 0.06%
2,403
+1,323
263
$194K 0.06%
9,700
264
$185K 0.05%
+7,415
265
$185K 0.05%
2,600
-20
266
$184K 0.05%
3,160
267
$184K 0.05%
5,000
-475
268
$182K 0.05%
1,175
269
$181K 0.05%
1,520
-25
270
$181K 0.05%
1,785
+235
271
$180K 0.05%
4,652
272
$179K 0.05%
3,325
-400
273
$177K 0.05%
5,815
-186
274
$175K 0.05%
1,429
+183
275
$175K 0.05%
+7,065
9 10
11
12 13