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
$388M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.72M
3
+$1.45M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.39M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.02M

Top Sells

1
+$3.12M
2
+$2.01M
3
+$1.4M
4
VIS icon
Vanguard Industrials ETF
VIS
+$683K
5
VFH icon
Vanguard Financials ETF
VFH
+$678K

Sector Composition

1 Technology 13.56%
2 Healthcare 12.63%
3 Financials 11.26%
4 Industrials 8.23%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.82K ﹤0.01%
+21
777
$1.81K ﹤0.01%
35
778
$1.77K ﹤0.01%
278
-166
779
$1.77K ﹤0.01%
1,020
780
$1.77K ﹤0.01%
500
781
$1.73K ﹤0.01%
170
782
$1.73K ﹤0.01%
+12
783
$1.55K ﹤0.01%
+100
784
$1.54K ﹤0.01%
252
785
$1.52K ﹤0.01%
+14
786
$1.42K ﹤0.01%
100
787
$1.4K ﹤0.01%
50
788
$1.39K ﹤0.01%
+43
789
$1.38K ﹤0.01%
106
790
$1.37K ﹤0.01%
+200
791
$1.35K ﹤0.01%
46
792
$1.35K ﹤0.01%
50
793
$1.33K ﹤0.01%
100
794
$1.33K ﹤0.01%
40
795
$1.27K ﹤0.01%
55
796
$1.26K ﹤0.01%
+158
797
$1.23K ﹤0.01%
12
798
$1.23K ﹤0.01%
39
-23
799
$1.23K ﹤0.01%
9
800
$1.22K ﹤0.01%
+35
30 31
32
33 34