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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Sells

1 +$9.41M
2 +$1.19M
3 +$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$22.8K ﹤0.01%
137
652
$22.7K ﹤0.01%
356
653
$22.7K ﹤0.01%
+1,125
654
$22.5K ﹤0.01%
+300
655
$21.7K ﹤0.01%
1,375
656
$21.6K ﹤0.01%
1,214
657
$21.1K ﹤0.01%
2,000
658
$20.6K ﹤0.01%
300
659
$20.6K ﹤0.01%
370
-33
660
$20.5K ﹤0.01%
2,000
661
$20.4K ﹤0.01%
+400
662
$20.1K ﹤0.01%
150
663
$19.4K ﹤0.01%
446
664
$19.3K ﹤0.01%
246
665
$19.1K ﹤0.01%
325
666
$19.1K ﹤0.01%
60
667
$19K ﹤0.01%
+600
668
$19K ﹤0.01%
+500
669
$18.7K ﹤0.01%
100
670
$18.5K ﹤0.01%
214
671
$18.5K ﹤0.01%
169
672
$18.5K ﹤0.01%
272
673
$18.3K ﹤0.01%
405
674
$18.1K ﹤0.01%
285
675
$18K ﹤0.01%
2,500