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
376
$94.6K 0.03%
10,300
+3,000
377
$93.7K 0.02%
1,148
378
$93.3K 0.02%
1,979
379
$93K 0.02%
740
380
$92.5K 0.02%
2,455
-1,400
381
$91.9K 0.02%
1,000
382
$91.8K 0.02%
770
383
$91.7K 0.02%
1,800
384
$91.6K 0.02%
1,850
385
$91.5K 0.02%
1,759
386
$91.1K 0.02%
1,798
387
$89.7K 0.02%
5,532
388
$88.7K 0.02%
4,400
389
$88.6K 0.02%
2,600
-100
390
$88.6K 0.02%
1,769
-220
391
$87K 0.02%
3,100
392
$86.1K 0.02%
662
393
$85.5K 0.02%
4,427
394
$84.5K 0.02%
1,661
-2,875
395
$84.4K 0.02%
1,546
+300
396
$84.3K 0.02%
1,482
-89
397
$84.3K 0.02%
1,027
398
$84.2K 0.02%
1,560
+800
399
$82K 0.02%
1,241
+587
400
$81.8K 0.02%
1,200
14 15
16
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