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
476
$45.8K 0.01%
1,740
477
$45.7K 0.01%
1,250
-500
478
$45.5K 0.01%
645
+150
479
$45.5K 0.01%
1,000
480
$45.2K 0.01%
1,876
481
$45.1K 0.01%
1,273
482
$44.6K 0.01%
1,000
483
$44.6K 0.01%
2,689
484
$44.6K 0.01%
986
485
$44K 0.01%
1,800
486
$44K 0.01%
+1,200
487
$43.8K 0.01%
558
+169
488
$43.7K 0.01%
352
489
$43.7K 0.01%
7,507
490
$43K 0.01%
346
491
$41.7K 0.01%
666
492
$41.3K 0.01%
245
493
$40.6K 0.01%
200
494
$40.6K 0.01%
563
+138
495
$40.2K 0.01%
1,050
496
$40.2K 0.01%
650
497
$40K 0.01%
1,008
498
$39.8K 0.01%
1,550
-250
499
$38.5K 0.01%
225
500
$38.4K 0.01%
1,121
18 19
20
21 22