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
476
$42.6K 0.01%
760
477
$42.6K 0.01%
2,500
478
$42.5K 0.01%
572
+500
479
$42K 0.01%
654
480
$41.4K 0.01%
1,800
481
$41.1K 0.01%
1,000
482
$41K 0.01%
346
483
$39.9K 0.01%
570
-105
484
$38.9K 0.01%
1,800
485
$38.7K 0.01%
1,121
486
$37.7K 0.01%
+1,008
487
$37.4K 0.01%
200
488
$37.3K 0.01%
650
489
$36.9K 0.01%
352
+250
490
$36.7K 0.01%
1,597
-625
491
$36.6K 0.01%
800
492
$36.5K 0.01%
245
+170
493
$36.2K 0.01%
225
494
$34.4K 0.01%
300
+250
495
$34.3K 0.01%
1,000
496
$34.2K 0.01%
450
497
$34.1K 0.01%
444
-105
498
$33.4K 0.01%
1,800
499
$33.1K 0.01%
1,000
500
$33.1K 0.01%
303
18 19
20
21 22