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
126
$658K 0.19%
12,690
-200
127
$657K 0.19%
19,790
+2,450
128
$642K 0.19%
17,105
+280
129
$636K 0.19%
44,310
+5,580
130
$634K 0.19%
10,750
-550
131
$631K 0.18%
10,400
-400
132
$628K 0.18%
15,091
+260
133
$623K 0.18%
19,211
134
$616K 0.18%
22,892
+13,384
135
$599K 0.18%
3,829
+50
136
$588K 0.17%
23,854
+2,602
137
$587K 0.17%
16,300
138
$586K 0.17%
3,815
+465
139
$582K 0.17%
7,002
-65
140
$581K 0.17%
15,034
-6,066
141
$577K 0.17%
16,200
-2,000
142
$565K 0.17%
8,257
+190
143
$559K 0.16%
15,330
+105
144
$555K 0.16%
3,753
+50
145
$539K 0.16%
5,953
+474
146
$538K 0.16%
7,073
+153
147
$535K 0.16%
8,960
+200
148
$532K 0.16%
1,850
+160
149
$518K 0.15%
8,128
150
$510K 0.15%
8,500
+200
4 5
6
7 8