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
551
$24.4K 0.01%
2,000
552
$24K 0.01%
360
553
$23.1K 0.01%
+385
554
$23.1K 0.01%
2,400
555
$22.5K 0.01%
1,800
+351
556
$22.4K 0.01%
132
557
$22K 0.01%
233
558
$21.9K 0.01%
300
559
$21.4K 0.01%
1,225
560
$21.4K 0.01%
1,240
561
$20.9K 0.01%
100
562
$20.6K 0.01%
764
-833
563
$20.4K 0.01%
1,178
564
$20K 0.01%
400
565
$19.8K 0.01%
+364
566
$19.7K 0.01%
400
567
$19.3K 0.01%
155
568
$19.1K 0.01%
370
569
$19.1K 0.01%
170
570
$18.9K 0.01%
229
+14
571
$18.8K 0.01%
+500
572
$18.6K ﹤0.01%
1,726
+1,500
573
$18.6K ﹤0.01%
2,000
574
$18.5K ﹤0.01%
1,354
575
$18.1K ﹤0.01%
777
21 22
23
24 25