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
501
$28.8K 0.01%
1,000
502
$28.7K 0.01%
1,000
503
$28.4K 0.01%
1,000
504
$26.7K 0.01%
2,000
505
$26.5K 0.01%
+85
506
$26.3K 0.01%
100
507
$25.9K 0.01%
2,891
+1,130
508
$25.7K 0.01%
170
509
$25.5K 0.01%
1,540
510
$25.1K 0.01%
265
-170
511
$25.1K 0.01%
448
512
$25K 0.01%
+1,700
513
$24.4K 0.01%
556
514
$24K 0.01%
2,215
+99
515
$23.3K 0.01%
+722
516
$22.8K 0.01%
800
517
$22.7K 0.01%
340
518
$22.6K 0.01%
668
+300
519
$22.5K 0.01%
401
520
$22.4K 0.01%
2,529
-60
521
$22K 0.01%
500
-500
522
$21.8K 0.01%
200
523
$21.7K 0.01%
217
-37
524
$21.6K 0.01%
732
-300
525
$21.6K 0.01%
350
19 20
21
22 23