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
451
$47.8K 0.01%
+320
452
$47.7K 0.01%
+1,273
453
$47.4K 0.01%
+1,146
454
$47.4K 0.01%
+1,876
455
$47.3K 0.01%
1,100
456
$47.2K 0.01%
+1,354
457
$47.1K 0.01%
+1,740
458
$47.1K 0.01%
735
459
$46.9K 0.01%
+1,005
460
$46.8K 0.01%
+1,929
461
$46.7K 0.01%
+707
462
$46.6K 0.01%
+886
463
$46.2K 0.01%
+986
464
$46.1K 0.01%
+1,193
465
$45.6K 0.01%
979
-16
466
$45.6K 0.01%
+937
467
$45.6K 0.01%
+70
468
$44.6K 0.01%
255
-100
469
$44.4K 0.01%
2,888
470
$44.4K 0.01%
493
+282
471
$44K 0.01%
1,000
472
$43.9K 0.01%
7,507
473
$43.8K 0.01%
397
+120
474
$43.3K 0.01%
1,050
475
$43K 0.01%
319