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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$1.88M
3
+$1.16M
4
GSK icon
GSK
GSK
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$675K

Top Sells

1
+$9.39M
2
+$1.19M
3
+$970K
4
NVDA icon
NVIDIA
NVDA
+$698K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$463K

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
951
$827 ﹤0.01%
14
952
$821 ﹤0.01%
10
953
$794 ﹤0.01%
200
954
$791 ﹤0.01%
184
955
$785 ﹤0.01%
10
-233
956
$782 ﹤0.01%
10
957
$753 ﹤0.01%
87
+16
958
$741 ﹤0.01%
+100
959
$694 ﹤0.01%
25
960
$690 ﹤0.01%
10
961
$651 ﹤0.01%
41
962
$563 ﹤0.01%
13
963
$547 ﹤0.01%
30
964
$504 ﹤0.01%
+40
965
$405 ﹤0.01%
500
966
$403 ﹤0.01%
18
967
$375 ﹤0.01%
56
968
$309 ﹤0.01%
50
969
$292 ﹤0.01%
+30
970
$218 ﹤0.01%
3
971
$153 ﹤0.01%
79
972
$79 ﹤0.01%
5
-4
973
$73 ﹤0.01%
17
974
$39 ﹤0.01%
3
975
$19 ﹤0.01%
12
37 38
39
40 41