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