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
576
$16K ﹤0.01%
300
577
$16K ﹤0.01%
+200
578
$15.5K ﹤0.01%
1,300
579
$15.4K ﹤0.01%
150
580
$15.1K ﹤0.01%
165
581
$14.9K ﹤0.01%
246
582
$14.7K ﹤0.01%
400
-8,000
583
$14.5K ﹤0.01%
102
584
$14.1K ﹤0.01%
200
585
$13.7K ﹤0.01%
300
586
$13.6K ﹤0.01%
1,000
587
$13.5K ﹤0.01%
+247
588
$13.4K ﹤0.01%
+600
589
$13.4K ﹤0.01%
521
-521
590
$13.3K ﹤0.01%
165
+1
591
$13.3K ﹤0.01%
+200
592
$13K ﹤0.01%
450
593
$12.9K ﹤0.01%
57
594
$12.7K ﹤0.01%
203
595
$12.3K ﹤0.01%
165
+75
596
$12.3K ﹤0.01%
700
597
$12.2K ﹤0.01%
+141
598
$12.2K ﹤0.01%
500
599
$12.1K ﹤0.01%
175
600
$12.1K ﹤0.01%
76