AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$1.88M
3
+$1.16M
4
GSK icon
GSK
GSK
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$675K

Top Sells

1
+$9.39M
2
+$1.19M
3
+$970K
4
NVDA icon
NVIDIA
NVDA
+$698K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$463K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$320K 0.04%
12,000
277
$318K 0.04%
11,800
-1,200
278
$318K 0.04%
1,736
+140
279
$318K 0.04%
4,055
-150
280
$309K 0.04%
6,250
281
$308K 0.04%
15,800
282
$299K 0.04%
7,402
-591
283
$297K 0.04%
3,825
-50
284
$297K 0.04%
13,419
+210
285
$296K 0.04%
5,920
+2,027
286
$292K 0.04%
1,498
287
$291K 0.04%
1,176
-23
288
$290K 0.04%
3,510
-140
289
$289K 0.04%
1,687
-40
290
$287K 0.04%
9,700
291
$285K 0.04%
2,580
292
$283K 0.04%
4,650
293
$281K 0.04%
2,570
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294
$280K 0.04%
1,815
295
$277K 0.04%
8,655
296
$276K 0.04%
6,321
-1,325
297
$274K 0.04%
7,934
298
$274K 0.04%
23,669
+2,630
299
$273K 0.04%
5,010
300
$273K 0.04%
2,530
10 11
12
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