AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
791
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.79M
3
+$1.9M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.52M

Top Sells

1
+$647K
2
+$394K
3
+$361K
4
GLW icon
Corning
GLW
+$348K
5
FLR icon
Fluor
FLR
+$343K

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
$27.3K 0.01%
200
+100
527
$27.2K 0.01%
512
-213
528
$27.1K 0.01%
425
529
$26.7K 0.01%
4,364
-486
530
$26.5K 0.01%
1,685
+785
531
$26.4K 0.01%
7,208
+2,000
532
$26.4K 0.01%
725
533
$25.7K 0.01%
6,000
534
$25.6K 0.01%
700
535
$25.3K 0.01%
438
+3
536
$25.1K 0.01%
448
537
$25.1K 0.01%
998
+15
538
$24.7K 0.01%
500
539
$24.6K 0.01%
+1,200
540
$24.3K 0.01%
376
541
$23.9K 0.01%
1,050
542
$23.5K 0.01%
397
543
$23.3K 0.01%
+2,000
544
$23.3K 0.01%
2,400
545
$22.8K 0.01%
500
546
$22.6K 0.01%
850
547
$21.6K 0.01%
1,240
548
$21.4K 0.01%
100
549
$21.3K 0.01%
233
550
$21.2K 0.01%
360
-200
20 21
22
23 24