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
$766M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.34M
3
+$846K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$813K
5
JNJ icon
Johnson & Johnson
JNJ
+$766K

Top Sells

1
+$1.43M
2
+$1.14M
3
+$988K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$928K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$831K

Sector Composition

1 Technology 14.28%
2 Healthcare 13.68%
3 Financials 10.91%
4 Industrials 8.22%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$14K ﹤0.01%
1,348
+500
702
$13.7K ﹤0.01%
40
703
$13.6K ﹤0.01%
700
704
$13.5K ﹤0.01%
1,500
+500
705
$13.4K ﹤0.01%
+200
706
$13.4K ﹤0.01%
1,214
707
$13.2K ﹤0.01%
+3,000
708
$13.1K ﹤0.01%
235
709
$13K ﹤0.01%
352
+1
710
$13K ﹤0.01%
2,014
711
$12.9K ﹤0.01%
194
712
$12.8K ﹤0.01%
64
713
$12.8K ﹤0.01%
2,500
714
$12.8K ﹤0.01%
+2,000
715
$12.7K ﹤0.01%
600
716
$12.4K ﹤0.01%
200
717
$12.3K ﹤0.01%
50
-70
718
$12.2K ﹤0.01%
800
-500
719
$12.2K ﹤0.01%
300
720
$12.1K ﹤0.01%
140
721
$12K ﹤0.01%
200
722
$11.8K ﹤0.01%
150
723
$11.8K ﹤0.01%
300
724
$11.5K ﹤0.01%
301
+200
725
$11.4K ﹤0.01%
+887
27 28
29
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