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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$1.88M
3
+$1.16M
4
GSK icon
GSK
GSK
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$675K

Top Sells

1
+$9.39M
2
+$1.19M
3
+$970K
4
NVDA icon
NVIDIA
NVDA
+$698K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$463K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$61.1K 0.01%
635
-100
502
$59.9K 0.01%
335
503
$59.9K 0.01%
350
504
$59.9K 0.01%
1,100
505
$59.8K 0.01%
944
506
$59K 0.01%
722
507
$58.8K 0.01%
786
508
$58.4K 0.01%
800
509
$58.3K 0.01%
1,000
510
$57.8K 0.01%
314
511
$57.6K 0.01%
2,150
512
$57K 0.01%
1,500
513
$56.1K 0.01%
2,495
514
$56K 0.01%
668
515
$55.6K 0.01%
247
516
$55.6K 0.01%
2,065
517
$54.8K 0.01%
578
518
$54.7K 0.01%
438
519
$54.4K 0.01%
475
520
$53.9K 0.01%
2,400
+2,000
521
$53.8K 0.01%
1,590
522
$53.7K 0.01%
1,360
-94
523
$53.2K 0.01%
1,000
524
$52.6K 0.01%
1,757
+3
525
$52.3K 0.01%
2,816
+520
19 20
21
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