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
626
$10.1K ﹤0.01%
100
627
$10K ﹤0.01%
1,680
628
$9.88K ﹤0.01%
273
629
$9.68K ﹤0.01%
300
630
$9.66K ﹤0.01%
740
631
$9.58K ﹤0.01%
300
632
$9.44K ﹤0.01%
200
633
$9.21K ﹤0.01%
241
634
$9.03K ﹤0.01%
+364
635
$9.02K ﹤0.01%
371
636
$8.98K ﹤0.01%
140
637
$8.95K ﹤0.01%
5,293
638
$8.9K ﹤0.01%
153
639
$8.77K ﹤0.01%
115
640
$8.74K ﹤0.01%
350
641
$8.52K ﹤0.01%
95
642
$8.46K ﹤0.01%
263
643
$8.42K ﹤0.01%
216
+2
644
$8.36K ﹤0.01%
800
645
$8.31K ﹤0.01%
180
646
$8.23K ﹤0.01%
775
647
$8.19K ﹤0.01%
55
648
$8.18K ﹤0.01%
400
649
$8.1K ﹤0.01%
500
650
$8.09K ﹤0.01%
59
24 25
26
27 28