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
651
$8.85K ﹤0.01%
400
652
$8.78K ﹤0.01%
+100
653
$8.73K ﹤0.01%
47
-50
654
$8.68K ﹤0.01%
600
655
$8.67K ﹤0.01%
179
656
$8.55K ﹤0.01%
155
657
$8.55K ﹤0.01%
+146
658
$8.5K ﹤0.01%
408
659
$8.47K ﹤0.01%
100
660
$8.36K ﹤0.01%
240
661
$8.21K ﹤0.01%
100
662
$8.04K ﹤0.01%
200
663
$7.95K ﹤0.01%
250
664
$7.94K ﹤0.01%
514
665
$7.74K ﹤0.01%
262
+1
666
$7.67K ﹤0.01%
221
667
$7.59K ﹤0.01%
64
668
$7.55K ﹤0.01%
140
669
$7.54K ﹤0.01%
280
670
$7.45K ﹤0.01%
105
-465
671
$7.31K ﹤0.01%
+100
672
$7.22K ﹤0.01%
100
673
$7.21K ﹤0.01%
1,248
674
$7.16K ﹤0.01%
183
-100
675
$7.16K ﹤0.01%
119
25 26
27
28 29