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
676
$5.85K ﹤0.01%
100
677
$5.8K ﹤0.01%
300
678
$5.76K ﹤0.01%
300
679
$5.58K ﹤0.01%
147
680
$5.56K ﹤0.01%
150
681
$5.47K ﹤0.01%
508
682
$5.4K ﹤0.01%
200
683
$5.4K ﹤0.01%
226
684
$5.32K ﹤0.01%
55
685
$5.32K ﹤0.01%
1,000
686
$5.08K ﹤0.01%
+145
687
$5.02K ﹤0.01%
500
688
$4.97K ﹤0.01%
117
-1,280
689
$4.96K ﹤0.01%
80
690
$4.88K ﹤0.01%
350
691
$4.62K ﹤0.01%
300
692
$4.53K ﹤0.01%
92
693
$4.5K ﹤0.01%
35
694
$4.46K ﹤0.01%
500
695
$4.43K ﹤0.01%
100
696
$4.36K ﹤0.01%
100
697
$4.27K ﹤0.01%
+55
698
$4.21K ﹤0.01%
100
699
$4.18K ﹤0.01%
100
700
$4.16K ﹤0.01%
125
26 27
28
29 30