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
651
$7.76K ﹤0.01%
250
652
$7.7K ﹤0.01%
+100
653
$7.64K ﹤0.01%
400
654
$7.61K ﹤0.01%
100
655
$7.56K ﹤0.01%
+221
656
$7.15K ﹤0.01%
280
657
$7.12K ﹤0.01%
64
-75
658
$7.09K ﹤0.01%
175
-1,052
659
$7.09K ﹤0.01%
375
660
$7.08K ﹤0.01%
+140
661
$7.03K ﹤0.01%
150
662
$6.89K ﹤0.01%
129
663
$6.8K ﹤0.01%
375
664
$6.62K ﹤0.01%
130
665
$6.56K ﹤0.01%
130
666
$6.49K ﹤0.01%
100
667
$6.34K ﹤0.01%
100
668
$6.31K ﹤0.01%
422
669
$6.25K ﹤0.01%
150
670
$6.21K ﹤0.01%
+146
671
$6.2K ﹤0.01%
100
-300
672
$6.16K ﹤0.01%
1,000
673
$6.16K ﹤0.01%
250
674
$5.94K ﹤0.01%
1,248
675
$5.94K ﹤0.01%
2,240
+740
25 26
27
28 29