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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Sells

1 +$9.41M
2 +$1.19M
3 +$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

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
601
$31.8K ﹤0.01%
600
602
$31.5K ﹤0.01%
35,400
-2,000
603
$31.4K ﹤0.01%
+1,170
604
$31K ﹤0.01%
500
605
$30.7K ﹤0.01%
1,000
606
$30.6K ﹤0.01%
3,000
607
$30.6K ﹤0.01%
1,100
608
$30K ﹤0.01%
450
609
$29.8K ﹤0.01%
+1,105
610
$29.4K ﹤0.01%
+530
611
$29.2K ﹤0.01%
426
612
$29.1K ﹤0.01%
+445
613
$29K ﹤0.01%
777
614
$29K ﹤0.01%
+395
615
$28.9K ﹤0.01%
+765
616
$27.3K ﹤0.01%
800
617
$27.2K ﹤0.01%
2,570
618
$26.9K ﹤0.01%
128
-15
619
$26.8K ﹤0.01%
386
620
$26.7K ﹤0.01%
165
621
$26.7K ﹤0.01%
270
622
$26.5K ﹤0.01%
136
623
$26.5K ﹤0.01%
1,000
624
$26.4K ﹤0.01%
1,437
-344
625
$26.4K ﹤0.01%
333