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
$377M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.41M
3
+$1.41M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.05M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$810K

Top Sells

1
+$828K
2
+$441K
3
+$325K
4
T icon
AT&T
T
+$314K
5
AAP icon
Advance Auto Parts
AAP
+$285K

Sector Composition

1 Financials 13.87%
2 Healthcare 12.59%
3 Industrials 10.43%
4 Technology 10.06%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$174K 0.05%
+3,550
302
$172K 0.05%
8,164
+1,003
303
$169K 0.04%
3,084
304
$169K 0.04%
6,750
+2,000
305
$169K 0.04%
1,218
+404
306
$168K 0.04%
2,690
-608
307
$167K 0.04%
4,352
-300
308
$164K 0.04%
1,635
-150
309
$161K 0.04%
4,236
310
$160K 0.04%
10,000
311
$158K 0.04%
11,466
312
$157K 0.04%
1,887
+446
313
$157K 0.04%
2,477
314
$155K 0.04%
780
315
$155K 0.04%
2,424
316
$151K 0.04%
10,535
317
$151K 0.04%
1,355
-165
318
$151K 0.04%
2,625
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319
$149K 0.04%
1,705
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320
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3,000
321
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2,220
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322
$144K 0.04%
3,055
+510
323
$143K 0.04%
3,458
-1,542
324
$138K 0.04%
5,475
325
$138K 0.04%
1,188
11 12
13
14 15