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
626
$9.65K ﹤0.01%
600
627
$9.55K ﹤0.01%
100
628
$9.42K ﹤0.01%
180
629
$9.38K ﹤0.01%
+180
630
$9.38K ﹤0.01%
408
631
$9.27K ﹤0.01%
375
632
$9.26K ﹤0.01%
400
633
$9.06K ﹤0.01%
1,500
634
$9.01K ﹤0.01%
352
635
$8.92K ﹤0.01%
100
636
$8.87K ﹤0.01%
150
637
$8.73K ﹤0.01%
184
638
$8.68K ﹤0.01%
+125
639
$8.61K ﹤0.01%
267
-66
640
$8.6K ﹤0.01%
100
641
$8.58K ﹤0.01%
155
642
$8.47K ﹤0.01%
179
643
$8.43K ﹤0.01%
200
644
$8.4K ﹤0.01%
100
645
$8.25K ﹤0.01%
+240
646
$8.1K ﹤0.01%
514
647
$8.02K ﹤0.01%
1,271
648
$7.99K ﹤0.01%
+100
649
$7.78K ﹤0.01%
+128
650
$7.78K ﹤0.01%
119