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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$1.88M
3
+$1.16M
4
GSK icon
GSK
GSK
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$675K

Top Sells

1
+$9.39M
2
+$1.19M
3
+$970K
4
NVDA icon
NVIDIA
NVDA
+$698K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$463K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$43.1K 0.01%
325
552
$43.1K 0.01%
1,831
-44
553
$42.7K 0.01%
+460
554
$42.1K 0.01%
462
555
$41.2K 0.01%
1,169
556
$41.2K 0.01%
+650
557
$41K 0.01%
+1,930
558
$40.1K 0.01%
3,700
-500
559
$40.1K 0.01%
200
560
$39.8K 0.01%
363
561
$39.6K 0.01%
175
562
$39.4K 0.01%
500
-50
563
$39.2K 0.01%
170
564
$39K 0.01%
1,441
+5
565
$38.6K 0.01%
1,417
566
$38.5K 0.01%
500
567
$38.3K 0.01%
1,461
568
$38.2K 0.01%
514
569
$38.1K 0.01%
610
570
$37.9K 0.01%
2,500
571
$37.6K 0.01%
1,100
+722
572
$37.1K 0.01%
930
573
$37K 0.01%
501
574
$36.9K 0.01%
1,541
-2,059
575
$36.9K 0.01%
1,602
21 22
23
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