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
26
$2.94M 0.86%
55,106
-516
27
$2.89M 0.85%
17,692
-30
28
$2.79M 0.82%
+19,944
29
$2.65M 0.78%
29,123
+337
30
$2.64M 0.77%
33,126
-883
31
$2.64M 0.77%
10,384
+9
32
$2.6M 0.76%
6,964
33
$2.6M 0.76%
54,160
+120
34
$2.57M 0.75%
23,177
-300
35
$2.48M 0.73%
97,780
+2,358
36
$2.47M 0.73%
50,366
-1,064
37
$2.47M 0.72%
48,262
-6
38
$2.39M 0.7%
39,045
-755
39
$2.27M 0.67%
45,087
-452
40
$2.2M 0.64%
42,339
-5,362
41
$2.18M 0.64%
1,192
+38
42
$2.17M 0.63%
29,644
+130
43
$2.14M 0.63%
38,796
+674
44
$2.12M 0.62%
55,000
+900
45
$2.1M 0.61%
43,850
-250
46
$2.05M 0.6%
42,620
+260
47
$2M 0.59%
15,103
-199
48
$1.95M 0.57%
14,070
+9,374
49
$1.94M 0.57%
16,538
+109
50
$1.94M 0.57%
68,032
-5,660
1
2
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