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
$341M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.65M
3
+$1.86M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.55M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.52M

Top Sells

1
+$647K
2
+$394K
3
+$361K
4
SONY icon
Sony
SONY
+$349K
5
GLW icon
Corning
GLW
+$345K

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%
185
602
$11.8K ﹤0.01%
1,000
603
$11.8K ﹤0.01%
+350
604
$11.6K ﹤0.01%
150
605
$11.5K ﹤0.01%
100
606
$11.2K ﹤0.01%
+465
607
$11.2K ﹤0.01%
+25
608
$11.2K ﹤0.01%
248
-15
609
$11K ﹤0.01%
283
610
$10.8K ﹤0.01%
155
611
$10.7K ﹤0.01%
10
612
$10.7K ﹤0.01%
600
613
$10.6K ﹤0.01%
130
614
$10.6K ﹤0.01%
405
615
$10.6K ﹤0.01%
300
616
$10.6K ﹤0.01%
2,780
-200
617
$10.4K ﹤0.01%
400
618
$10.4K ﹤0.01%
500
619
$10.3K ﹤0.01%
+210
620
$10.3K ﹤0.01%
150
621
$10.2K ﹤0.01%
600
622
$10.1K ﹤0.01%
105
623
$10.1K ﹤0.01%
1,058
624
$9.91K ﹤0.01%
+148
625
$9.65K ﹤0.01%
600
23 24
25
26 27