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
501
$37.9K 0.01%
3,000
-6,400
502
$36.6K 0.01%
750
+250
503
$35.9K 0.01%
+800
504
$35.8K 0.01%
450
505
$35.3K 0.01%
340
506
$35.1K 0.01%
3,169
507
$34.9K 0.01%
+1,277
508
$34.7K 0.01%
444
509
$34.4K 0.01%
303
510
$33.9K 0.01%
+586
511
$33.8K 0.01%
800
512
$33.6K 0.01%
1,800
513
$33.2K 0.01%
918
+418
514
$32.9K 0.01%
225
515
$31.9K 0.01%
290
516
$31.6K 0.01%
1,975
+290
517
$31.3K 0.01%
857
+1
518
$31.3K 0.01%
+705
519
$31.1K 0.01%
600
520
$30.8K 0.01%
207
521
$30.5K 0.01%
800
522
$30.5K 0.01%
1,000
523
$30.3K 0.01%
300
524
$30.1K 0.01%
850
+500
525
$29.9K 0.01%
2,000
19 20
21
22 23