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
676
$7.09K ﹤0.01%
150
677
$7.01K ﹤0.01%
375
678
$6.99K ﹤0.01%
130
679
$6.89K ﹤0.01%
130
680
$6.88K ﹤0.01%
1,500
681
$6.86K ﹤0.01%
117
-11
682
$6.75K ﹤0.01%
1,250
+1,000
683
$6.72K ﹤0.01%
60
-704
684
$6.67K ﹤0.01%
+73
685
$6.58K ﹤0.01%
172
-568
686
$6.35K ﹤0.01%
146
687
$6.33K ﹤0.01%
200
-500
688
$6.29K ﹤0.01%
422
689
$6.25K ﹤0.01%
250
690
$6.07K ﹤0.01%
150
691
$6.06K ﹤0.01%
100
692
$6.03K ﹤0.01%
175
693
$6.03K ﹤0.01%
50
-250
694
$6K ﹤0.01%
27
+12
695
$5.91K ﹤0.01%
300
696
$5.78K ﹤0.01%
1,000
697
$5.75K ﹤0.01%
200
698
$5.7K ﹤0.01%
300
699
$5.65K ﹤0.01%
+550
700
$5.41K ﹤0.01%
350
26 27
28
29 30