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
426
$58K 0.02%
1,183
-500
427
$57.3K 0.02%
366
+100
428
$57.1K 0.02%
320
+75
429
$57K 0.02%
+713
430
$56.9K 0.02%
225
+212
431
$56.5K 0.02%
550
432
$55.8K 0.02%
1,800
433
$55.3K 0.02%
300
434
$54.7K 0.02%
1,300
-8,145
435
$54.5K 0.02%
+1,793
436
$54.4K 0.02%
+590
437
$53.9K 0.02%
500
438
$53.6K 0.02%
+2,103
439
$53.2K 0.02%
1,057
+957
440
$52.8K 0.02%
+943
441
$52.4K 0.02%
2,100
442
$51.4K 0.02%
480
443
$50.3K 0.01%
954
444
$48.6K 0.01%
1,300
445
$48.5K 0.01%
565
+50
446
$48.2K 0.01%
561
+72
447
$48.2K 0.01%
2,140
+540
448
$48K 0.01%
+2,689
449
$47.9K 0.01%
+1,992
450
$47.8K 0.01%
+1,707
16 17
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