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
651
$8.04K ﹤0.01%
100
652
$8.03K ﹤0.01%
136
653
$7.99K ﹤0.01%
100
-833
654
$7.92K ﹤0.01%
2,200
655
$7.8K ﹤0.01%
50
656
$7.69K ﹤0.01%
800
657
$7.6K ﹤0.01%
1,100
-200
658
$7.59K ﹤0.01%
64
659
$7.27K ﹤0.01%
105
660
$7.21K ﹤0.01%
+1,153
661
$7.17K ﹤0.01%
500
662
$7.07K ﹤0.01%
600
663
$6.9K ﹤0.01%
75
664
$6.85K ﹤0.01%
1,000
-700
665
$6.79K ﹤0.01%
200
666
$6.69K ﹤0.01%
375
667
$6.42K ﹤0.01%
250
668
$6.32K ﹤0.01%
150
+50
669
$6.27K ﹤0.01%
235
+200
670
$5.97K ﹤0.01%
422
671
$5.97K ﹤0.01%
650
-400
672
$5.95K ﹤0.01%
+91
673
$5.94K ﹤0.01%
75
674
$5.87K ﹤0.01%
250
675
$5.83K ﹤0.01%
500
25 26
27
28 29