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
551
$20.8K 0.01%
155
552
$20.5K 0.01%
300
553
$20.4K 0.01%
400
554
$20.1K 0.01%
1,225
-2,451
555
$19.6K 0.01%
132
+12
556
$19.5K 0.01%
2,000
557
$18.6K 0.01%
170
558
$18.6K 0.01%
+1,354
559
$18.4K 0.01%
1,550
560
$18.2K 0.01%
833
561
$18K 0.01%
370
562
$17.9K 0.01%
1,178
+144
563
$17.7K 0.01%
777
564
$17.7K 0.01%
1,750
+350
565
$17.6K 0.01%
215
566
$17.4K 0.01%
503
-200
567
$17.3K 0.01%
1,449
-250
568
$17.3K 0.01%
97
569
$17.1K 0.01%
250
570
$16.9K ﹤0.01%
273
571
$16.8K ﹤0.01%
1,000
572
$16.7K ﹤0.01%
140
-100
573
$16.6K ﹤0.01%
400
574
$16.3K ﹤0.01%
156
575
$16.1K ﹤0.01%
+1,814