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
151
$503K 0.15%
8,460
+3,625
152
$498K 0.15%
3,842
+12
153
$494K 0.14%
3,744
-6
154
$491K 0.14%
10,751
+481
155
$485K 0.14%
3,372
+158
156
$483K 0.14%
4,044
157
$482K 0.14%
28,848
+18,882
158
$479K 0.14%
765
-20
159
$475K 0.14%
10,909
+1,342
160
$472K 0.14%
5,147
-285
161
$467K 0.14%
21,129
+934
162
$465K 0.14%
9,645
+200
163
$462K 0.14%
7,967
164
$462K 0.14%
19,000
+375
165
$461K 0.14%
6,465
+125
166
$444K 0.13%
13,159
+1,288
167
$443K 0.13%
7,465
+1,370
168
$442K 0.13%
4,150
-350
169
$439K 0.13%
15,900
+9,294
170
$436K 0.13%
1,405
171
$435K 0.13%
10,885
172
$429K 0.13%
4,947
+2,087
173
$425K 0.12%
14,558
+1,065
174
$423K 0.12%
16,240
+200
175
$420K 0.12%
940
+50
5 6
7
8 9