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
801
$6.35K ﹤0.01%
100
-900
802
$6.33K ﹤0.01%
+290
803
$6.33K ﹤0.01%
50
804
$6.27K ﹤0.01%
62
+1
805
$6.25K ﹤0.01%
192
+69
806
$6.2K ﹤0.01%
125
807
$6.08K ﹤0.01%
310
808
$6.03K ﹤0.01%
52
809
$6.02K ﹤0.01%
50
-200
810
$5.93K ﹤0.01%
47
811
$5.9K ﹤0.01%
408
812
$5.82K ﹤0.01%
200
813
$5.78K ﹤0.01%
57
814
$5.78K ﹤0.01%
405
815
$5.77K ﹤0.01%
100
816
$5.77K ﹤0.01%
200
817
$5.73K ﹤0.01%
64
818
$5.72K ﹤0.01%
500
819
$5.7K ﹤0.01%
41
820
$5.65K ﹤0.01%
80
821
$5.58K ﹤0.01%
633
+4
822
$5.54K ﹤0.01%
+53
823
$5.54K ﹤0.01%
+120
824
$5.46K ﹤0.01%
+41
825
$5.46K ﹤0.01%
550