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
$341M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.65M
3
+$1.86M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.55M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.52M

Top Sells

1
+$647K
2
+$394K
3
+$361K
4
SONY icon
Sony
SONY
+$349K
5
GLW icon
Corning
GLW
+$345K

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%
2,500
477
$42.5K 0.01%
572
+500
478
$42K 0.01%
654
479
$41.4K 0.01%
1,800
480
$41.1K 0.01%
1,000
481
$41K 0.01%
346
482
$39.9K 0.01%
570
-105
483
$38.9K 0.01%
1,800
484
$38.7K 0.01%
1,121
485
$37.7K 0.01%
+1,008
486
$37.4K 0.01%
200
487
$37.3K 0.01%
650
488
$36.9K 0.01%
352
+250
489
$36.7K 0.01%
1,597
-625
490
$36.6K 0.01%
800
491
$36.5K 0.01%
245
+170
492
$36.2K 0.01%
225
493
$34.4K 0.01%
300
+250
494
$34.3K 0.01%
1,000
495
$34.2K 0.01%
450
496
$34.1K 0.01%
444
-105
497
$33.4K 0.01%
1,800
498
$33.1K 0.01%
1,000
499
$33.1K 0.01%
303
500
$33K 0.01%
623
18 19
20
21 22