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
601
$11.9K ﹤0.01%
223
602
$11.9K ﹤0.01%
185
603
$11.8K ﹤0.01%
1,000
604
$11.8K ﹤0.01%
+350
605
$11.6K ﹤0.01%
150
606
$11.5K ﹤0.01%
100
607
$11.2K ﹤0.01%
+465
608
$11.2K ﹤0.01%
+25
609
$11.2K ﹤0.01%
248
-15
610
$11K ﹤0.01%
283
611
$10.8K ﹤0.01%
155
612
$10.7K ﹤0.01%
10
613
$10.7K ﹤0.01%
600
614
$10.6K ﹤0.01%
130
615
$10.6K ﹤0.01%
405
616
$10.6K ﹤0.01%
300
617
$10.6K ﹤0.01%
2,780
-200
618
$10.4K ﹤0.01%
400
619
$10.4K ﹤0.01%
500
620
$10.3K ﹤0.01%
+210
621
$10.3K ﹤0.01%
150
622
$10.2K ﹤0.01%
600
623
$10.1K ﹤0.01%
105
624
$10.1K ﹤0.01%
1,058
625
$9.91K ﹤0.01%
+148