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
526
$21.6K 0.01%
300
527
$20.7K 0.01%
837
-150
528
$20.7K 0.01%
650
529
$20.6K 0.01%
125
+25
530
$20.6K 0.01%
85
531
$20.6K 0.01%
626
+61
532
$20.5K 0.01%
179
533
$20.4K 0.01%
235
534
$19.9K 0.01%
1,084
535
$19.9K 0.01%
1,987
536
$19.8K 0.01%
1,500
537
$19.8K 0.01%
155
538
$19.7K 0.01%
503
539
$19.3K 0.01%
577
-623
540
$19.2K 0.01%
246
541
$19.2K 0.01%
590
-52
542
$19K ﹤0.01%
325
543
$18.9K ﹤0.01%
+500
544
$18.8K ﹤0.01%
305
+53
545
$18.8K ﹤0.01%
333
546
$18.8K ﹤0.01%
325
547
$18.7K ﹤0.01%
1,376
+9
548
$18.2K ﹤0.01%
426
549
$18K ﹤0.01%
100
550
$18K ﹤0.01%
5,000
20 21
22
23 24