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
301
$141K 0.04%
2,477
302
$140K 0.04%
780
303
$138K 0.04%
1,188
304
$138K 0.04%
2,344
+44
305
$136K 0.04%
2,181
-158
306
$134K 0.04%
2,350
+400
307
$132K 0.04%
1,235
+200
308
$131K 0.04%
2,516
-800
309
$131K 0.04%
5,475
+875
310
$130K 0.04%
2,476
311
$130K 0.04%
2,002
-200
312
$130K 0.04%
3,855
-1,440
313
$130K 0.04%
2,200
+1,800
314
$128K 0.04%
8,845
315
$127K 0.04%
1,337
316
$126K 0.04%
1,003
-100
317
$124K 0.04%
17,000
318
$124K 0.04%
1,684
+175
319
$120K 0.04%
485
+65
320
$120K 0.04%
1,441
+1,241
321
$120K 0.04%
4,750
322
$119K 0.04%
5,446
+5
323
$119K 0.03%
2,300
-1,900
324
$119K 0.03%
3,950
325
$118K 0.03%
640
+150
11 12
13
14 15