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
$341M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.65M
3
+$1.86M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.55M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.52M

Top Sells

1
+$647K
2
+$394K
3
+$361K
4
SONY icon
Sony
SONY
+$349K
5
GLW icon
Corning
GLW
+$345K

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
726
$2.58K ﹤0.01%
+30
727
$2.55K ﹤0.01%
37
-720
728
$2.4K ﹤0.01%
175
-300
729
$2.29K ﹤0.01%
50
730
$2.2K ﹤0.01%
200
731
$2.2K ﹤0.01%
200
732
$2.17K ﹤0.01%
20
733
$2.11K ﹤0.01%
35
734
$2.02K ﹤0.01%
+150
735
$2.02K ﹤0.01%
50
736
$2.01K ﹤0.01%
80
737
$1.96K ﹤0.01%
46
738
$1.92K ﹤0.01%
100
739
$1.91K ﹤0.01%
20
740
$1.89K ﹤0.01%
2
741
$1.68K ﹤0.01%
55
742
$1.65K ﹤0.01%
162
+102
743
$1.34K ﹤0.01%
+100
744
$1.27K ﹤0.01%
+250
745
$1.21K ﹤0.01%
30
746
$1.08K ﹤0.01%
+40
747
$1.06K ﹤0.01%
226
-7
748
$1.06K ﹤0.01%
250
749
$942 ﹤0.01%
10
750
$872 ﹤0.01%
20
-140
28 29
30
31 32