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
526
$27.2K 0.01%
1,024
-426
527
$27.1K 0.01%
425
528
$26.7K 0.01%
4,364
-486
529
$26.5K 0.01%
1,685
+785
530
$26.4K 0.01%
7,208
+2,000
531
$26.4K 0.01%
725
532
$25.7K 0.01%
6,000
533
$25.6K 0.01%
+700
534
$25.3K 0.01%
438
+3
535
$25.1K 0.01%
448
536
$25.1K 0.01%
998
+15
537
$24.7K 0.01%
500
538
$24.6K 0.01%
+1,200
539
$24.3K 0.01%
376
540
$23.9K 0.01%
1,050
541
$23.5K 0.01%
526
542
$23.3K 0.01%
+2,000
543
$23.3K 0.01%
2,400
544
$22.8K 0.01%
500
545
$22.6K 0.01%
850
546
$21.6K 0.01%
1,240
547
$21.4K 0.01%
100
548
$21.3K 0.01%
233
549
$21.2K 0.01%
360
-200
550
$20.8K 0.01%
155
20 21
22
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