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
451
$47.7K 0.01%
+1,273
452
$47.4K 0.01%
+1,146
453
$47.4K 0.01%
+1,876
454
$47.3K 0.01%
1,100
455
$47.2K 0.01%
+1,354
456
$47.1K 0.01%
+1,740
457
$47.1K 0.01%
735
458
$46.9K 0.01%
+1,005
459
$46.8K 0.01%
+1,929
460
$46.7K 0.01%
+707
461
$46.6K 0.01%
+886
462
$46.2K 0.01%
+986
463
$46.1K 0.01%
+1,193
464
$45.6K 0.01%
979
-16
465
$45.6K 0.01%
+937
466
$45.6K 0.01%
+70
467
$44.6K 0.01%
255
-100
468
$44.4K 0.01%
2,888
469
$44.4K 0.01%
986
+564
470
$44K 0.01%
1,000
471
$43.9K 0.01%
7,507
472
$43.8K 0.01%
397
+120
473
$43.3K 0.01%
1,050
474
$43K 0.01%
319
475
$42.6K 0.01%
760
17 18
19
20 21