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
801
$1.21K ﹤0.01%
50
802
$1.17K ﹤0.01%
30
803
$1.17K ﹤0.01%
+41
804
$1.15K ﹤0.01%
41
805
$1.09K ﹤0.01%
50
806
$1.09K ﹤0.01%
50
807
$1.07K ﹤0.01%
10
808
$1.06K ﹤0.01%
48
809
$1.03K ﹤0.01%
80
810
$1.02K ﹤0.01%
+22
811
$1K ﹤0.01%
46
812
$956 ﹤0.01%
33
813
$955 ﹤0.01%
+27
814
$946 ﹤0.01%
16
815
$936 ﹤0.01%
50
816
$929 ﹤0.01%
150
817
$909 ﹤0.01%
38
818
$905 ﹤0.01%
+40
819
$882 ﹤0.01%
13
820
$857 ﹤0.01%
84
-153
821
$853 ﹤0.01%
9
822
$834 ﹤0.01%
15
823
$766 ﹤0.01%
448
824
$759 ﹤0.01%
10
825
$749 ﹤0.01%
85
31 32
33
34 35