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

Top Buys

1 +$8.74M
2 +$1.88M
3 +$1.16M
4
GSK icon
GSK
GSK
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$675K

Top Sells

1 +$9.39M
2 +$1.19M
3 +$970K
4
NVDA icon
NVIDIA
NVDA
+$698K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$463K

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
701
$13.8K ﹤0.01%
600
702
$13.4K ﹤0.01%
335
703
$13.1K ﹤0.01%
150
704
$13K ﹤0.01%
194
705
$12.9K ﹤0.01%
295
706
$12.8K ﹤0.01%
250
707
$12.7K ﹤0.01%
465
708
$12.6K ﹤0.01%
200
709
$12.6K ﹤0.01%
+300
710
$12.5K ﹤0.01%
145
711
$12.5K ﹤0.01%
250
712
$12.4K ﹤0.01%
100
713
$12.4K ﹤0.01%
400
714
$12.3K ﹤0.01%
351
-200
715
$12.2K ﹤0.01%
+1,000
716
$12K ﹤0.01%
64
717
$11.7K ﹤0.01%
+125
718
$11.5K ﹤0.01%
200
719
$11.5K ﹤0.01%
249
720
$11.4K ﹤0.01%
55
721
$11.4K ﹤0.01%
500
722
$11.4K ﹤0.01%
150
723
$11.3K ﹤0.01%
200
+150
724
$11.3K ﹤0.01%
375
725
$11.1K ﹤0.01%
40