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
526
$29.9K 0.01%
725
527
$29.8K 0.01%
1,250
528
$29.1K 0.01%
1,106
+82
529
$29.1K 0.01%
1,394
530
$28.9K 0.01%
2,303
-497
531
$28.1K 0.01%
5,041
+677
532
$27.9K 0.01%
205
533
$27.7K 0.01%
+1,500
534
$27.4K 0.01%
+463
535
$27.2K 0.01%
225
536
$27K 0.01%
7,208
537
$26.7K 0.01%
133
538
$26.4K 0.01%
850
539
$26.2K 0.01%
703
+200
540
$26K 0.01%
441
+3
541
$25.6K 0.01%
200
542
$25.5K 0.01%
400
+200
543
$25.4K 0.01%
+200
544
$25.2K 0.01%
+1,000
545
$25.1K 0.01%
448
546
$25.1K 0.01%
656
-176
547
$25K 0.01%
376
548
$24.9K 0.01%
6,000
549
$24.9K 0.01%
1,200
550
$24.7K 0.01%
335
-400
20 21
22
23 24