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
$388M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.72M
3
+$1.45M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.39M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.02M

Top Sells

1
+$3.12M
2
+$2.01M
3
+$1.4M
4
VIS icon
Vanguard Industrials ETF
VIS
+$683K
5
VFH icon
Vanguard Financials ETF
VFH
+$678K

Sector Composition

1 Technology 13.56%
2 Healthcare 12.63%
3 Financials 11.26%
4 Industrials 8.23%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$42.9K 0.01%
248
+23
452
$42.4K 0.01%
1,230
+30
453
$42.3K 0.01%
566
+19
454
$42K 0.01%
297
455
$41.9K 0.01%
2,120
+81
456
$41.8K 0.01%
912
457
$41.7K 0.01%
1,483
458
$40.4K 0.01%
1,800
459
$40.2K 0.01%
681
460
$40.2K 0.01%
3,118
+104
461
$40.1K 0.01%
1,630
+1,000
462
$38.9K 0.01%
+410
463
$38.9K 0.01%
1,650
464
$38.8K 0.01%
3,100
-2,900
465
$38.8K 0.01%
250
-75
466
$38.6K 0.01%
672
+8
467
$38.1K 0.01%
1,121
468
$37.8K 0.01%
350
+100
469
$37.3K 0.01%
400
470
$36.9K 0.01%
+267
471
$36.7K 0.01%
1,050
+150
472
$36.5K 0.01%
378
+100
473
$36.5K 0.01%
750
474
$36.5K 0.01%
+750
475
$36.4K 0.01%
1,420
+1,080
17 18
19
20 21