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
$341M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.79M
3
+$1.9M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.52M

Top Sells

1
+$647K
2
+$394K
3
+$361K
4
GLW icon
Corning
GLW
+$348K
5
FLR icon
Fluor
FLR
+$343K

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
701
$4.16K ﹤0.01%
125
702
$4.13K ﹤0.01%
100
703
$4.11K ﹤0.01%
250
704
$4.1K ﹤0.01%
170
705
$4.08K ﹤0.01%
72
706
$3.92K ﹤0.01%
42
707
$3.82K ﹤0.01%
109
708
$3.81K ﹤0.01%
254
709
$3.77K ﹤0.01%
100
710
$3.76K ﹤0.01%
250
711
$3.65K ﹤0.01%
40
712
$3.58K ﹤0.01%
55
713
$3.41K ﹤0.01%
105
-353
714
$3.35K ﹤0.01%
105
715
$3.34K ﹤0.01%
90
716
$3.29K ﹤0.01%
500
717
$3.25K ﹤0.01%
35
-250
718
$3.22K ﹤0.01%
50
719
$3.07K ﹤0.01%
50
720
$3.05K ﹤0.01%
68
721
$2.89K ﹤0.01%
100
722
$2.88K ﹤0.01%
700
723
$2.8K ﹤0.01%
+85
724
$2.79K ﹤0.01%
+15
725
$2.59K ﹤0.01%
226
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