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
826
$5.41K ﹤0.01%
150
827
$5.32K ﹤0.01%
145
828
$5.28K ﹤0.01%
175
+42
829
$5.26K ﹤0.01%
44
830
$5.22K ﹤0.01%
20
831
$5.2K ﹤0.01%
+33
832
$5.18K ﹤0.01%
27
833
$5.15K ﹤0.01%
422
834
$5.02K ﹤0.01%
500
835
$4.89K ﹤0.01%
101
836
$4.89K ﹤0.01%
46
837
$4.82K ﹤0.01%
125
838
$4.68K ﹤0.01%
86
839
$4.68K ﹤0.01%
150
840
$4.66K ﹤0.01%
250
841
$4.59K ﹤0.01%
320
842
$4.57K ﹤0.01%
+75
843
$4.5K ﹤0.01%
9
844
$4.5K ﹤0.01%
13
845
$4.5K ﹤0.01%
58
846
$4.45K ﹤0.01%
+22
847
$4.45K ﹤0.01%
73
+2
848
$4.29K ﹤0.01%
100
849
$4.27K ﹤0.01%
106
850
$4.19K ﹤0.01%
46