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
726
$2.59K ﹤0.01%
150
-375
727
$2.58K ﹤0.01%
+30
728
$2.55K ﹤0.01%
37
-720
729
$2.4K ﹤0.01%
175
-300
730
$2.29K ﹤0.01%
50
731
$2.2K ﹤0.01%
200
732
$2.2K ﹤0.01%
200
733
$2.17K ﹤0.01%
20
734
$2.11K ﹤0.01%
35
735
$2.02K ﹤0.01%
+150
736
$2.02K ﹤0.01%
50
737
$2.01K ﹤0.01%
80
738
$1.96K ﹤0.01%
46
739
$1.92K ﹤0.01%
100
740
$1.91K ﹤0.01%
20
741
$1.89K ﹤0.01%
2
742
$1.68K ﹤0.01%
55
743
$1.65K ﹤0.01%
162
+102
744
$1.34K ﹤0.01%
+100
745
$1.27K ﹤0.01%
+250
746
$1.21K ﹤0.01%
30
747
$1.08K ﹤0.01%
+40
748
$1.06K ﹤0.01%
226
-7
749
$1.06K ﹤0.01%
250
750
$942 ﹤0.01%
10
28 29
30
31 32