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
576
$36.7K 0.01%
+850
577
$36.7K 0.01%
371
+321
578
$36.6K 0.01%
+2,000
579
$36.4K 0.01%
1,121
580
$36.4K 0.01%
325
581
$36.2K ﹤0.01%
+1,530
582
$36.1K ﹤0.01%
256
583
$35.9K ﹤0.01%
750
-1,500
584
$35.8K ﹤0.01%
3,724
-449
585
$35.1K ﹤0.01%
+590
586
$34.7K ﹤0.01%
155
587
$34.7K ﹤0.01%
571
588
$34.4K ﹤0.01%
533
589
$34.1K ﹤0.01%
113
590
$34.1K ﹤0.01%
1,040
-400
591
$34.1K ﹤0.01%
2,700
592
$34K ﹤0.01%
363
593
$33.7K ﹤0.01%
189
594
$33.3K ﹤0.01%
350
595
$33.2K ﹤0.01%
2,000
596
$33.1K ﹤0.01%
1,900
597
$32.7K ﹤0.01%
1,750
598
$32.4K ﹤0.01%
215
599
$32.3K ﹤0.01%
2,081
+8
600
$32.2K ﹤0.01%
75
22 23
24
25 26