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
751
$872 ﹤0.01%
20
-140
752
$851 ﹤0.01%
55
753
$829 ﹤0.01%
22
754
$824 ﹤0.01%
50
-60
755
$795 ﹤0.01%
20
756
$762 ﹤0.01%
21
757
$588 ﹤0.01%
15
758
$515 ﹤0.01%
+33
759
$493 ﹤0.01%
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760
$450 ﹤0.01%
8
761
$444 ﹤0.01%
+1
762
$431 ﹤0.01%
+16
763
$365 ﹤0.01%
10
764
$280 ﹤0.01%
31
765
$264 ﹤0.01%
6
766
$202 ﹤0.01%
8
767
$185 ﹤0.01%
+13
768
$173 ﹤0.01%
29
-8,000
769
$128 ﹤0.01%
5
-1
770
$101 ﹤0.01%
4
771
$99 ﹤0.01%
8
772
– –
-2,070
773
– –
-500
774
– –
-500
775
– –
0
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