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
576
$14.7K ﹤0.01%
100
577
$14.7K ﹤0.01%
356
578
$14.6K ﹤0.01%
300
579
$14.4K ﹤0.01%
525
+300
580
$14.3K ﹤0.01%
1,000
581
$14.3K ﹤0.01%
916
582
$14.3K ﹤0.01%
250
583
$14.1K ﹤0.01%
300
584
$13.9K ﹤0.01%
1,469
585
$13.8K ﹤0.01%
1,050
+700
586
$13.8K ﹤0.01%
200
587
$13.8K ﹤0.01%
125
-125
588
$13.8K ﹤0.01%
255
589
$13.7K ﹤0.01%
150
590
$13.7K ﹤0.01%
316
591
$13.7K ﹤0.01%
563
-250
592
$13.6K ﹤0.01%
300
593
$13.5K ﹤0.01%
207
-86
594
$13.5K ﹤0.01%
183
595
$13.3K ﹤0.01%
260
596
$13.3K ﹤0.01%
185
597
$13.2K ﹤0.01%
273
598
$13.1K ﹤0.01%
499
-350
599
$13K ﹤0.01%
+555
600
$12.8K ﹤0.01%
290
-85
22 23
24
25 26