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
$341M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.79M
3
+$1.9M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.52M

Top Sells

1
+$647K
2
+$394K
3
+$361K
4
GLW icon
Corning
GLW
+$348K
5
FLR icon
Fluor
FLR
+$343K

Sector Composition

1 Healthcare 14.16%
2 Financials 13.92%
3 Industrials 10.84%
4 Technology 9.59%
5 Consumer Staples 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.39%
32,408
-900
77
$1.3M 0.38%
26,843
-520
78
$1.27M 0.37%
52,360
+4,800
79
$1.27M 0.37%
19,990
-2,527
80
$1.26M 0.37%
7,397
+756
81
$1.25M 0.37%
30,734
-920
82
$1.24M 0.36%
11,687
+10,987
83
$1.24M 0.36%
17,014
-874
84
$1.22M 0.36%
15,825
85
$1.21M 0.35%
11,870
86
$1.2M 0.35%
14,220
-125
87
$1.2M 0.35%
8,666
-544
88
$1.2M 0.35%
35,139
-102
89
$1.18M 0.35%
22,018
-190
90
$1.14M 0.33%
24,297
+49
91
$1.13M 0.33%
8,700
+4,455
92
$1.1M 0.32%
57,485
-198
93
$1.04M 0.3%
17,952
-100
94
$1.01M 0.3%
12,474
-22
95
$992K 0.29%
6,516
+4,641
96
$986K 0.29%
8,684
+1,194
97
$930K 0.27%
11,096
98
$899K 0.26%
24,524
+200
99
$895K 0.26%
+32,160
100
$890K 0.26%
11,567
+593
2 3
4
5 6