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
401
$76.1K 0.02%
1,788
+1,038
402
$75.2K 0.02%
6,600
403
$75.2K 0.02%
1,200
404
$74.6K 0.02%
1,650
405
$74.4K 0.02%
2,610
406
$74.2K 0.02%
3,080
-960
407
$73.4K 0.02%
5,532
408
$72.5K 0.02%
7,500
+2,500
409
$71.4K 0.02%
2,760
410
$71K 0.02%
7,300
-3,000
411
$71K 0.02%
479
-100
412
$69.6K 0.02%
3,778
413
$68.6K 0.02%
1,246
414
$68.4K 0.02%
360
415
$68K 0.02%
1,100
416
$67.8K 0.02%
3,200
417
$67K 0.02%
2,226
+6
418
$66.6K 0.02%
+750
419
$64.3K 0.02%
1,200
420
$63.2K 0.02%
1,837
+127
421
$62.2K 0.02%
650
422
$60.6K 0.02%
+1,316
423
$60.2K 0.02%
+2,550
424
$59.8K 0.02%
478
425
$58.8K 0.02%
1,750
-300
15 16
17
18 19