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
501
$32.7K 0.01%
666
502
$32.3K 0.01%
3,169
503
$32.1K 0.01%
523
504
$31.8K 0.01%
495
+395
505
$31.8K 0.01%
2,305
-25
506
$30.5K 0.01%
225
507
$30.4K 0.01%
389
+322
508
$30.4K 0.01%
1,000
509
$30.2K 0.01%
2,000
510
$30K 0.01%
340
511
$30K 0.01%
856
-558
512
$29.8K 0.01%
832
+4
513
$29.7K 0.01%
+290
514
$29.6K 0.01%
133
515
$29.5K 0.01%
600
516
$29.3K 0.01%
1,250
+250
517
$29K 0.01%
800
518
$29K 0.01%
207
-53
519
$29K 0.01%
225
520
$28.7K 0.01%
300
521
$28.5K 0.01%
2,800
+1,300
522
$28.3K 0.01%
1,394
-474
523
$28K 0.01%
+205
524
$27.3K 0.01%
740
525
$27.3K 0.01%
200
+100
19 20
21
22 23