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
51
$1.93M 0.57%
106,656
-6,000
52
$1.91M 0.56%
12,990
+12,905
53
$1.88M 0.55%
62,889
-11,643
54
$1.88M 0.55%
24,139
+1,643
55
$1.87M 0.55%
13,249
+11,346
56
$1.86M 0.55%
9,508
+103
57
$1.77M 0.52%
18,561
+1,120
58
$1.76M 0.51%
52,239
+211
59
$1.7M 0.5%
18,768
+26
60
$1.65M 0.48%
25,540
-1,750
61
$1.62M 0.48%
23,255
+176
62
$1.61M 0.47%
24,437
+2,092
63
$1.61M 0.47%
8,500
+180
64
$1.59M 0.47%
31,994
+272
65
$1.54M 0.45%
14,026
+13,843
66
$1.49M 0.44%
10,486
-285
67
$1.45M 0.43%
27,374
+576
68
$1.45M 0.42%
9,540
+7,157
69
$1.42M 0.42%
16,119
+5,655
70
$1.4M 0.41%
9,404
+43
71
$1.39M 0.41%
22,145
+882
72
$1.38M 0.4%
7,408
+25
73
$1.36M 0.4%
12,435
-400
74
$1.34M 0.39%
15,706
75
$1.32M 0.39%
17,153
+816
1 2
3
4 5