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
351
$102K 0.03%
+4,874
352
$102K 0.03%
+4,785
353
$102K 0.03%
+5,166
354
$102K 0.03%
3,100
355
$101K 0.03%
3,650
+1,370
356
$101K 0.03%
1,989
357
$100K 0.03%
830
+200
358
$98.2K 0.03%
2,745
+2,245
359
$97.9K 0.03%
300
360
$97.6K 0.03%
1,735
361
$97.3K 0.03%
1,543
-333
362
$94.8K 0.03%
2,727
363
$94.7K 0.03%
1,979
+979
364
$94K 0.03%
2,150
+300
365
$93.8K 0.03%
1,850
366
$93.3K 0.03%
780
367
$92.4K 0.03%
1,800
-420
368
$91.8K 0.03%
740
+606
369
$91.5K 0.03%
1,425
370
$91.3K 0.03%
+976
371
$91.3K 0.03%
770
372
$91.2K 0.03%
9,400
373
$91.1K 0.03%
4,210
+1,685
374
$90.5K 0.03%
+1,798
375
$88.8K 0.03%
1,148
13 14
15
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