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
$341M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.65M
3
+$1.86M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.55M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.52M

Top Sells

1
+$647K
2
+$394K
3
+$361K
4
SONY icon
Sony
SONY
+$349K
5
GLW icon
Corning
GLW
+$345K

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
376
$88.4K 0.03%
1,815
+65
377
$88.4K 0.03%
2,212
+120
378
$87K 0.03%
1,200
379
$86K 0.03%
2,000
380
$85.7K 0.03%
681
+396
381
$85.1K 0.02%
2,550
382
$85K 0.02%
3,710
+1,135
383
$84.9K 0.02%
1,571
384
$84.7K 0.02%
6,000
385
$84.7K 0.02%
5,950
386
$84.1K 0.02%
1,135
387
$83.6K 0.02%
764
-176
388
$83.6K 0.02%
484
+114
389
$83.3K 0.02%
4,427
-892
390
$82.8K 0.02%
4,400
+900
391
$80.9K 0.02%
530
392
$79.8K 0.02%
2,700
393
$78.8K 0.02%
1,100
+100
394
$77.6K 0.02%
5,033
395
$77.2K 0.02%
1,000
396
$76.9K 0.02%
1,000
397
$76.8K 0.02%
1,000
398
$76.7K 0.02%
662
+385
399
$76.3K 0.02%
1,027
400
$76.1K 0.02%
1,788
+1,038
14 15
16
17 18