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
326
$118K 0.03%
8,939
+267
327
$118K 0.03%
3,406
-172
328
$117K 0.03%
6,550
+1,250
329
$116K 0.03%
+4,480
330
$116K 0.03%
+4,328
331
$116K 0.03%
+4,604
332
$116K 0.03%
+4,572
333
$114K 0.03%
2,545
+600
334
$113K 0.03%
1,130
335
$112K 0.03%
+2,052
336
$112K 0.03%
3,095
-50
337
$111K 0.03%
2,050
338
$110K 0.03%
1,420
+415
339
$109K 0.03%
2,260
-440
340
$108K 0.03%
598
-87
341
$108K 0.03%
4,050
342
$107K 0.03%
3,213
343
$105K 0.03%
1,243
344
$105K 0.03%
3,769
-820
345
$104K 0.03%
767
346
$104K 0.03%
543
-39
347
$103K 0.03%
3,017
+600
348
$102K 0.03%
+4,851
349
$102K 0.03%
+4,922
350
$102K 0.03%
6,110
+360
12 13
14
15 16