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
551
$20.5K 0.01%
300
552
$20.4K 0.01%
400
553
$20.1K 0.01%
1,225
-2,451
554
$19.6K 0.01%
132
+12
555
$19.5K 0.01%
2,000
556
$18.6K 0.01%
170
557
$18.6K 0.01%
+1,354
558
$18.4K 0.01%
1,550
559
$18.2K 0.01%
833
560
$18K 0.01%
370
561
$17.9K 0.01%
1,178
+144
562
$17.7K 0.01%
777
563
$17.7K 0.01%
1,750
+350
564
$17.6K 0.01%
215
565
$17.4K 0.01%
503
-200
566
$17.3K 0.01%
1,449
-250
567
$17.3K 0.01%
97
568
$17.1K 0.01%
500
569
$16.9K ﹤0.01%
273
570
$16.8K ﹤0.01%
1,000
571
$16.7K ﹤0.01%
140
-100
572
$16.6K ﹤0.01%
400
573
$16.3K ﹤0.01%
156
574
$16.1K ﹤0.01%
+1,814
575
$16K ﹤0.01%
300
21 22
23
24 25