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
$377M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.41M
3
+$1.41M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.05M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$810K

Top Sells

1
+$828K
2
+$441K
3
+$325K
4
T icon
AT&T
T
+$314K
5
AAP icon
Advance Auto Parts
AAP
+$285K

Sector Composition

1 Financials 13.87%
2 Healthcare 12.59%
3 Industrials 10.43%
4 Technology 10.06%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$10.9K ﹤0.01%
300
627
$10.8K ﹤0.01%
+17
628
$10.7K ﹤0.01%
105
629
$10.7K ﹤0.01%
130
630
$10.3K ﹤0.01%
+219
631
$10.3K ﹤0.01%
600
632
$10.3K ﹤0.01%
+75
633
$10.1K ﹤0.01%
2,780
634
$10.1K ﹤0.01%
155
635
$10.1K ﹤0.01%
500
636
$9.97K ﹤0.01%
180
637
$9.92K ﹤0.01%
1,058
638
$9.77K ﹤0.01%
125
639
$9.76K ﹤0.01%
100
640
$9.68K ﹤0.01%
+2,000
641
$9.65K ﹤0.01%
+47
642
$9.48K ﹤0.01%
+204
643
$9.45K ﹤0.01%
184
644
$9.41K ﹤0.01%
100
645
$9.26K ﹤0.01%
180
646
$9.22K ﹤0.01%
400
647
$9.14K ﹤0.01%
375
648
$9.04K ﹤0.01%
352
649
$8.99K ﹤0.01%
+63
650
$8.92K ﹤0.01%
100
24 25
26
27 28