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
$377M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.41M
3
+$1.41M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.05M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$810K

Top Sells

1
+$828K
2
+$441K
3
+$325K
4
T icon
AT&T
T
+$314K
5
AAP icon
Advance Auto Parts
AAP
+$285K

Sector Composition

1 Financials 13.87%
2 Healthcare 12.59%
3 Industrials 10.43%
4 Technology 10.06%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4.25K ﹤0.01%
129
-138
727
$4.17K ﹤0.01%
250
-125
728
$4.17K ﹤0.01%
55
729
$4.1K ﹤0.01%
+120
730
$3.98K ﹤0.01%
100
731
$3.95K ﹤0.01%
72
732
$3.87K ﹤0.01%
+86
733
$3.87K ﹤0.01%
109
734
$3.85K ﹤0.01%
289
+35
735
$3.85K ﹤0.01%
50
736
$3.79K ﹤0.01%
250
737
$3.72K ﹤0.01%
40
738
$3.71K ﹤0.01%
250
739
$3.69K ﹤0.01%
106
+1
740
$3.64K ﹤0.01%
125
741
$3.44K ﹤0.01%
+58
742
$3.41K ﹤0.01%
50
743
$3.39K ﹤0.01%
100
744
$3.23K ﹤0.01%
500
745
$3.17K ﹤0.01%
105
746
$2.99K ﹤0.01%
68
747
$2.97K ﹤0.01%
37
748
$2.97K ﹤0.01%
90
749
$2.96K ﹤0.01%
100
750
$2.83K ﹤0.01%
85
28 29
30
31 32