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
401
$75.2K 0.02%
6,600
402
$75.2K 0.02%
1,200
403
$74.6K 0.02%
1,650
404
$74.4K 0.02%
2,610
405
$74.2K 0.02%
3,080
-960
406
$73.4K 0.02%
5,532
407
$72.5K 0.02%
7,500
+2,500
408
$71.4K 0.02%
2,760
409
$71K 0.02%
7,300
-3,000
410
$71K 0.02%
479
-100
411
$69.6K 0.02%
3,778
412
$68.6K 0.02%
1,246
413
$68.4K 0.02%
360
414
$68K 0.02%
1,100
415
$67.8K 0.02%
3,200
416
$67K 0.02%
2,226
+6
417
$66.6K 0.02%
+750
418
$64.3K 0.02%
1,200
419
$63.2K 0.02%
1,837
+127
420
$62.2K 0.02%
650
421
$60.6K 0.02%
+1,316
422
$60.2K 0.02%
+2,550
423
$59.8K 0.02%
478
424
$58.8K 0.02%
1,750
-300
425
$58K 0.02%
1,183
-500
15 16
17
18 19