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
776
$1.43K ﹤0.01%
200
777
$1.42K ﹤0.01%
46
778
$1.18K ﹤0.01%
+500
779
$1.16K ﹤0.01%
226
780
$1.14K ﹤0.01%
30
781
$1.08K ﹤0.01%
250
782
$952 ﹤0.01%
20
783
$864 ﹤0.01%
100
784
$851 ﹤0.01%
10
785
$846 ﹤0.01%
55
786
$841 ﹤0.01%
20
787
$827 ﹤0.01%
22
788
$805 ﹤0.01%
+17
789
$683 ﹤0.01%
21
790
$612 ﹤0.01%
+14
791
$591 ﹤0.01%
15
792
$567 ﹤0.01%
33
793
$536 ﹤0.01%
2
+1
794
$494 ﹤0.01%
16
795
$469 ﹤0.01%
8
796
$464 ﹤0.01%
+15
797
$436 ﹤0.01%
+12
798
$427 ﹤0.01%
16
799
$327 ﹤0.01%
10
800
$257 ﹤0.01%
6
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32
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