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
851
$136 ﹤0.01%
5
852
$125 ﹤0.01%
20
853
$78 ﹤0.01%
4
854
$60 ﹤0.01%
2
855
$49 ﹤0.01%
17
856
$24 ﹤0.01%
3
857
$20 ﹤0.01%
2
858
$19 ﹤0.01%
2
859
$12 ﹤0.01%
1
860
– –
-1,000
861
– –
-200
862
– –
-1,000
863
– –
-500
864
– –
-700
865
– –
-2
866
– –
-25
867
– –
-115
868
– –
-10
869
– –
-120
870
– –
-2,450
871
– –
-250
872
– –
-35
873
– –
-200
874
– –
-875
875
– –
-100
32 33 34
35
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