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
476
$36K 0.01%
2,750
+2,000
477
$35.2K 0.01%
876
-100
478
$34.8K 0.01%
110
479
$34.4K 0.01%
45
480
$34.4K 0.01%
625
-475
481
$34.3K 0.01%
1,278
+200
482
$34.2K 0.01%
414
+14
483
$34.1K 0.01%
+1,304
484
$33.8K 0.01%
615
485
$33.2K 0.01%
1,801
486
$33.1K 0.01%
750
-100
487
$32.5K 0.01%
1,802
488
$32.2K 0.01%
3,446
489
$31.7K 0.01%
331
+12
490
$31.6K 0.01%
20,900
-1,200
491
$31.4K 0.01%
550
492
$31K 0.01%
1,092
493
$30.7K 0.01%
346
+100
494
$30.1K 0.01%
650
-100
495
$30.1K 0.01%
3,682
496
$29.3K 0.01%
1,200
497
$29.2K 0.01%
1,839
498
$29.1K 0.01%
270
499
$29.1K 0.01%
285
+100
500
$29K 0.01%
500
18 19
20
21 22