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
751
$2.75K ﹤0.01%
700
752
$2.67K ﹤0.01%
30
753
$2.56K ﹤0.01%
+21
754
$2.51K ﹤0.01%
+80
755
$2.46K ﹤0.01%
50
756
$2.16K ﹤0.01%
+36
757
$2.12K ﹤0.01%
50
758
$2.12K ﹤0.01%
35
759
$2.1K ﹤0.01%
20
760
$2.08K ﹤0.01%
+80
761
$2.06K ﹤0.01%
200
-300
762
$2.04K ﹤0.01%
+27
763
$2K ﹤0.01%
80
764
$2K ﹤0.01%
100
765
$1.95K ﹤0.01%
2
766
$1.94K ﹤0.01%
+50
767
$1.94K ﹤0.01%
150
768
$1.83K ﹤0.01%
+52
769
$1.83K ﹤0.01%
80
+40
770
$1.74K ﹤0.01%
162
771
$1.7K ﹤0.01%
20
772
$1.66K ﹤0.01%
+100
773
$1.59K ﹤0.01%
110
+60
774
$1.59K ﹤0.01%
55
775
$1.51K ﹤0.01%
200
29 30
31
32 33