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
676
$17.9K ﹤0.01%
250
677
$17.7K ﹤0.01%
207
+57
678
$17.6K ﹤0.01%
800
679
$17.5K ﹤0.01%
+153
680
$17.3K ﹤0.01%
200
681
$17.1K ﹤0.01%
50
682
$17K ﹤0.01%
249
683
$16.7K ﹤0.01%
200
684
$16.5K ﹤0.01%
+50
685
$16.5K ﹤0.01%
1,000
686
$16.1K ﹤0.01%
1,000
687
$16.1K ﹤0.01%
300
688
$15.8K ﹤0.01%
621
689
$15.4K ﹤0.01%
264
690
$15.1K ﹤0.01%
67
691
$15K ﹤0.01%
+50
692
$14.9K ﹤0.01%
50
693
$14.8K ﹤0.01%
70
-30
694
$14.6K ﹤0.01%
155
+105
695
$14.1K ﹤0.01%
333
696
$14.1K ﹤0.01%
232
+1
697
$14K ﹤0.01%
+700
698
$14K ﹤0.01%
200
699
$13.9K ﹤0.01%
268
700
$13.8K ﹤0.01%
344