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
401
$81.7K 0.02%
2,550
402
$81K 0.02%
360
403
$80.8K 0.02%
1,219
+1,071
404
$80.1K 0.02%
3,070
-699
405
$79.6K 0.02%
1,788
406
$79.6K 0.02%
1,454
+500
407
$79.3K 0.02%
5,450
-500
408
$79.2K 0.02%
3,080
409
$79K 0.02%
1,000
410
$77K 0.02%
1,080
-463
411
$76.7K 0.02%
603
+103
412
$76.4K 0.02%
1,250
+150
413
$76.4K 0.02%
5,033
414
$76.2K 0.02%
1,650
415
$74.6K 0.02%
2,230
+4
416
$74.3K 0.02%
2,903
+800
417
$74.1K 0.02%
665
+100
418
$73.6K 0.02%
1,010
-125
419
$73.2K 0.02%
5,000
-1,000
420
$73K 0.02%
479
421
$72.9K 0.02%
3,710
422
$70.4K 0.02%
1,924
+570
423
$70K 0.02%
3,391
+191
424
$69.8K 0.02%
1,456
+140
425
$69.5K 0.02%
797
+47
15 16
17
18 19