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
451
$54.6K 0.01%
1,537
-300
452
$54.4K 0.01%
1,090
+880
453
$54.3K 0.01%
2,100
454
$53.9K 0.01%
397
455
$52.7K 0.01%
1,793
456
$51.2K 0.01%
480
457
$50.9K 0.01%
255
458
$50.8K 0.01%
1,300
459
$50.6K 0.01%
320
460
$50.6K 0.01%
300
461
$50.4K 0.01%
935
-44
462
$50.2K 0.01%
3,250
+362
463
$49.9K 0.01%
1,100
464
$49.7K 0.01%
+4,865
465
$49.6K 0.01%
1,707
466
$48.7K 0.01%
986
467
$47.7K 0.01%
1,174
-19
468
$47K 0.01%
1,992
469
$46.9K 0.01%
937
470
$46.9K 0.01%
1,005
471
$46.8K 0.01%
886
472
$46.2K 0.01%
707
473
$46.2K 0.01%
1,000
474
$46K 0.01%
319
475
$46K 0.01%
1,929
17 18
19
20 21