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
751
$851 ﹤0.01%
55
752
$829 ﹤0.01%
22
753
$824 ﹤0.01%
50
-60
754
$795 ﹤0.01%
20
755
$762 ﹤0.01%
21
756
$588 ﹤0.01%
15
757
$515 ﹤0.01%
+33
758
$493 ﹤0.01%
16
759
$450 ﹤0.01%
8
760
$444 ﹤0.01%
+1
761
$431 ﹤0.01%
+16
762
$365 ﹤0.01%
10
763
$280 ﹤0.01%
31
764
$264 ﹤0.01%
6
765
$202 ﹤0.01%
8
766
$185 ﹤0.01%
+13
767
$173 ﹤0.01%
29
-8,000
768
$128 ﹤0.01%
5
-1
769
$101 ﹤0.01%
4
770
$99 ﹤0.01%
8
771
– –
-100
772
– –
-400
773
– –
-2,070
774
– –
-2,870
775
– –
-25,149
28 29 30
31
32