We are live on ! Find out more
AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.34M
3
+$846K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$813K
5
JNJ icon
Johnson & Johnson
JNJ
+$766K

Top Sells

1
+$1.43M
2
+$1.14M
3
+$988K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$928K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$831K

Sector Composition

1 Technology 14.28%
2 Healthcare 13.68%
3 Financials 10.91%
4 Industrials 8.22%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
-200
977
– –
-200
978
– –
-1,004
979
– –
-1,000
980
– –
-75
981
– –
0
982
– –
-267
983
– –
-26
984
– –
-67
985
– –
-50
986
– –
-1,680
987
– –
-150
988
– –
-5
989
– –
-17
990
– –
-123
991
– –
-53
992
– –
-2,000
993
– –
-37
994
– –
-400
995
– –
-39
996
– –
-1,500
997
– –
-600
998
– –
-8
999
– –
-2,000
1000
– –
-100
37 38 39
40
41