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
551
$18K ﹤0.01%
400
552
$17.8K ﹤0.01%
1,965
+11
553
$17.7K ﹤0.01%
1,600
-431
554
$17.6K ﹤0.01%
145
555
$17.2K ﹤0.01%
386
+35
556
$16.9K ﹤0.01%
207
+200
557
$16.9K ﹤0.01%
1,726
558
$16.9K ﹤0.01%
2,000
559
$16.5K ﹤0.01%
300
560
$16.3K ﹤0.01%
4,960
+100
561
$16.2K ﹤0.01%
908
562
$16.2K ﹤0.01%
2,000
563
$15.9K ﹤0.01%
795
+49
564
$15.8K ﹤0.01%
364
565
$15.8K ﹤0.01%
125
566
$15.6K ﹤0.01%
1,350
-2,711
567
$15.6K ﹤0.01%
214
568
$15.6K ﹤0.01%
1,500
569
$15.2K ﹤0.01%
114
570
$15.1K ﹤0.01%
470
-125
571
$15.1K ﹤0.01%
874
572
$14.9K ﹤0.01%
630
+80
573
$14.9K ﹤0.01%
355
-200
574
$14.9K ﹤0.01%
200
575
$14.8K ﹤0.01%
880
-250
21 22
23
24 25