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
501
$33K 0.01%
623
502
$32.7K 0.01%
666
503
$32.3K 0.01%
3,169
504
$32.1K 0.01%
523
505
$31.8K 0.01%
495
+395
506
$31.8K 0.01%
2,305
-25
507
$30.5K 0.01%
225
508
$30.4K 0.01%
389
+322
509
$30.4K 0.01%
1,000
510
$30.2K 0.01%
2,000
511
$30K 0.01%
340
512
$30K 0.01%
856
-558
513
$29.8K 0.01%
832
+4
514
$29.7K 0.01%
+290
515
$29.6K 0.01%
133
516
$29.5K 0.01%
600
517
$29.3K 0.01%
1,250
+250
518
$29K 0.01%
800
519
$29K 0.01%
207
-53
520
$29K 0.01%
225
521
$28.7K 0.01%
300
522
$28.5K 0.01%
2,800
+1,300
523
$28.3K 0.01%
1,394
-474
524
$28K 0.01%
+205
525
$27.3K 0.01%
740
19 20
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