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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Sells

1 +$9.41M
2 +$1.19M
3 +$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$9.8K ﹤0.01%
+350
752
$9.77K ﹤0.01%
1,200
753
$9.76K ﹤0.01%
+37
754
$9.57K ﹤0.01%
+300
755
$9.49K ﹤0.01%
1,057
+9
756
$9.46K ﹤0.01%
250
757
$9.27K ﹤0.01%
750
-1,000
758
$9.27K ﹤0.01%
+350
759
$9.15K ﹤0.01%
400
760
$8.99K ﹤0.01%
225
761
$8.99K ﹤0.01%
400
762
$8.92K ﹤0.01%
350
763
$8.92K ﹤0.01%
740
764
$8.86K ﹤0.01%
150
765
$8.83K ﹤0.01%
102
766
$8.74K ﹤0.01%
400
767
$8.69K ﹤0.01%
280
768
$8.65K ﹤0.01%
26
769
$8.45K ﹤0.01%
317
770
$8.34K ﹤0.01%
139
771
$8.29K ﹤0.01%
72
772
$8.28K ﹤0.01%
+3,000
773
$8.18K ﹤0.01%
218
774
$8.16K ﹤0.01%
148
775
$8.11K ﹤0.01%
175