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
651
$7.76K ﹤0.01%
261
+2
652
$7.76K ﹤0.01%
250
653
$7.7K ﹤0.01%
+100
654
$7.64K ﹤0.01%
400
655
$7.61K ﹤0.01%
100
656
$7.56K ﹤0.01%
+221
657
$7.15K ﹤0.01%
280
658
$7.12K ﹤0.01%
64
-75
659
$7.09K ﹤0.01%
175
-1,052
660
$7.09K ﹤0.01%
375
661
$7.08K ﹤0.01%
+140
662
$7.03K ﹤0.01%
150
663
$6.89K ﹤0.01%
129
664
$6.8K ﹤0.01%
375
665
$6.62K ﹤0.01%
130
666
$6.56K ﹤0.01%
130
667
$6.49K ﹤0.01%
100
668
$6.34K ﹤0.01%
100
669
$6.31K ﹤0.01%
422
670
$6.25K ﹤0.01%
150
671
$6.21K ﹤0.01%
+146
672
$6.2K ﹤0.01%
100
-300
673
$6.16K ﹤0.01%
1,000
674
$6.16K ﹤0.01%
250
675
$5.94K ﹤0.01%
624
25 26
27
28 29