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
626
$9.55K ﹤0.01%
100
627
$9.42K ﹤0.01%
180
628
$9.38K ﹤0.01%
+180
629
$9.38K ﹤0.01%
408
630
$9.27K ﹤0.01%
375
631
$9.26K ﹤0.01%
400
632
$9.06K ﹤0.01%
1,500
633
$9.01K ﹤0.01%
352
634
$8.92K ﹤0.01%
100
635
$8.87K ﹤0.01%
300
636
$8.73K ﹤0.01%
184
637
$8.68K ﹤0.01%
+125
638
$8.61K ﹤0.01%
267
-66
639
$8.6K ﹤0.01%
100
640
$8.58K ﹤0.01%
155
641
$8.47K ﹤0.01%
179
642
$8.43K ﹤0.01%
200
643
$8.4K ﹤0.01%
100
644
$8.25K ﹤0.01%
+240
645
$8.1K ﹤0.01%
514
646
$8.02K ﹤0.01%
1,271
647
$7.99K ﹤0.01%
+100
648
$7.78K ﹤0.01%
+128
649
$7.78K ﹤0.01%
119
650
$7.76K ﹤0.01%
261
+2
24 25
26
27 28