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
101
$886K 0.26%
12,578
-272
102
$865K 0.25%
3,645
+140
103
$860K 0.25%
83,367
104
$860K 0.25%
13,748
+2,365
105
$854K 0.25%
11,769
+65
106
$848K 0.25%
3,480
+70
107
$833K 0.24%
8,171
-300
108
$828K 0.24%
5,865
+270
109
$815K 0.24%
5,602
+20
110
$789K 0.23%
12,067
+11,057
111
$785K 0.23%
15,693
-644
112
$774K 0.23%
10,643
+498
113
$765K 0.22%
9,240
+975
114
$752K 0.22%
4,579
+1,074
115
$727K 0.21%
30,184
+2,134
116
$715K 0.21%
5,560
+50
117
$715K 0.21%
+17,428
118
$701K 0.21%
7,815
+285
119
$693K 0.2%
13,664
-2,160
120
$676K 0.2%
13,880
+1,600
121
$669K 0.2%
8,309
+215
122
$668K 0.2%
8,630
+125
123
$667K 0.2%
2,653
+558
124
$662K 0.19%
32,395
125
$659K 0.19%
52,075
-500
3 4
5
6 7