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
576
$18K ﹤0.01%
1,635
-670
577
$17.9K ﹤0.01%
1,550
578
$17.9K ﹤0.01%
273
579
$17.8K ﹤0.01%
140
580
$17.7K ﹤0.01%
1,814
581
$17.5K ﹤0.01%
833
582
$17.5K ﹤0.01%
200
583
$17.3K ﹤0.01%
951
+801
584
$17K ﹤0.01%
300
585
$16.8K ﹤0.01%
521
586
$16.2K ﹤0.01%
1,000
587
$16.1K ﹤0.01%
150
588
$15.6K ﹤0.01%
210
+60
589
$15.5K ﹤0.01%
246
590
$15.4K ﹤0.01%
1,300
591
$15.3K ﹤0.01%
1,450
-300
592
$15.2K ﹤0.01%
165
593
$14.9K ﹤0.01%
102
594
$14.9K ﹤0.01%
400
595
$14.9K ﹤0.01%
+300
596
$14.5K ﹤0.01%
317
-209
597
$14.3K ﹤0.01%
300
598
$14.1K ﹤0.01%
166
+1
599
$14K ﹤0.01%
+200
600
$13.4K ﹤0.01%
57
22 23
24
25 26