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
426
$69.2K 0.02%
7,500
427
$69K 0.02%
1,100
428
$69K 0.02%
2,310
-300
429
$67.3K 0.02%
3,778
430
$67.1K 0.02%
1,300
431
$64.4K 0.02%
478
432
$64.3K 0.02%
550
433
$64.3K 0.02%
1,200
434
$63.2K 0.02%
1,000
435
$63K 0.02%
366
436
$62K 0.02%
2,708
+158
437
$61.8K 0.02%
650
438
$61.7K 0.02%
943
439
$60.5K 0.02%
225
440
$60.3K 0.02%
1,480
+334
441
$59.1K 0.02%
3,500
+1,000
442
$58.2K 0.02%
1,183
443
$58K 0.02%
2,140
444
$57.9K 0.02%
1,800
445
$57.8K 0.02%
713
446
$57.1K 0.02%
320
447
$55.8K 0.01%
619
+58
448
$55.8K 0.01%
1,057
449
$55.3K 0.01%
607
+17
450
$54.8K 0.01%
714
+142
16 17
18
19 20