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
$388M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.72M
3
+$1.45M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.39M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.02M

Top Sells

1
+$3.12M
2
+$2.01M
3
+$1.4M
4
VIS icon
Vanguard Industrials ETF
VIS
+$683K
5
VFH icon
Vanguard Financials ETF
VFH
+$678K

Sector Composition

1 Technology 13.56%
2 Healthcare 12.63%
3 Financials 11.26%
4 Industrials 8.23%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$54.9K 0.01%
1,256
+56
402
$54.8K 0.01%
1,000
403
$54K 0.01%
959
404
$53.9K 0.01%
3,498
-495
405
$52.7K 0.01%
8,000
+4,000
406
$52.7K 0.01%
2,209
+2
407
$52.6K 0.01%
355
408
$52.1K 0.01%
1,100
409
$51.7K 0.01%
1,850
-325
410
$50.9K 0.01%
2,350
+2
411
$50.8K 0.01%
1,834
-990
412
$50.2K 0.01%
2,260
413
$49.9K 0.01%
2,300
414
$49.8K 0.01%
3,900
415
$49.7K 0.01%
6,050
416
$49.6K 0.01%
5,532
417
$49.6K 0.01%
664
-4,649
418
$49.5K 0.01%
932
419
$49.4K 0.01%
900
420
$49.4K 0.01%
3,937
421
$48.7K 0.01%
594
-66
422
$48.6K 0.01%
440
423
$48.4K 0.01%
986
424
$48.2K 0.01%
2,579
425
$48K 0.01%
370
15 16
17
18 19