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
276
$174K 0.05%
24,250
+500
277
$171K 0.05%
3,298
-130
278
$170K 0.05%
2,475
279
$170K 0.05%
10,000
+5,200
280
$167K 0.05%
1,425
-75
281
$166K 0.05%
3,084
282
$166K 0.05%
5,161
-1,839
283
$165K 0.05%
2,041
+1,316
284
$164K 0.05%
2,550
+65
285
$164K 0.05%
4,236
+4,086
286
$161K 0.05%
11,466
287
$160K 0.05%
2,424
288
$158K 0.05%
+7,355
289
$156K 0.05%
1,648
+3
290
$155K 0.05%
3,371
+86
291
$155K 0.05%
10,535
-3,045
292
$154K 0.05%
1,824
+270
293
$152K 0.04%
+1,851
294
$150K 0.04%
7,837
+3,347
295
$148K 0.04%
3,000
296
$148K 0.04%
2,675
297
$146K 0.04%
2,277
+172
298
$146K 0.04%
1,700
299
$146K 0.04%
7,161
-997
300
$143K 0.04%
2,000
10 11
12
13 14