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
601
$12.8K ﹤0.01%
200
602
$12.8K ﹤0.01%
115
603
$12.5K ﹤0.01%
300
604
$12.3K ﹤0.01%
+1,000
605
$12K ﹤0.01%
+900
606
$12K ﹤0.01%
107
+17
607
$11.9K ﹤0.01%
+1,000
608
$11.8K ﹤0.01%
100
609
$11.6K ﹤0.01%
1,000
610
$11.6K ﹤0.01%
2,191
611
$11.4K ﹤0.01%
364
+14
612
$11.1K ﹤0.01%
230
-59
613
$11.1K ﹤0.01%
+100
614
$11K ﹤0.01%
+800
615
$10.9K ﹤0.01%
532
616
$10.9K ﹤0.01%
777
617
$10.8K ﹤0.01%
54
618
$10.4K ﹤0.01%
405
619
$10.4K ﹤0.01%
57
620
$10.4K ﹤0.01%
298
621
$10.3K ﹤0.01%
100
622
$10.3K ﹤0.01%
290
623
$10.3K ﹤0.01%
+1,500
624
$10.2K ﹤0.01%
500
625
$10.1K ﹤0.01%
+740
23 24
25
26 27