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
176
$418K 0.12%
3,000
177
$417K 0.12%
+3,573
178
$417K 0.12%
18,400
+1,000
179
$415K 0.12%
7,405
180
$414K 0.12%
4,172
+754
181
$410K 0.12%
3,035
-25
182
$407K 0.12%
5,729
+4,927
183
$399K 0.12%
4,725
+310
184
$398K 0.12%
10,350
+925
185
$394K 0.12%
6,315
+4,145
186
$390K 0.11%
4,308
+4
187
$390K 0.11%
8,991
+8,117
188
$386K 0.11%
6,447
-500
189
$385K 0.11%
14,766
+810
190
$385K 0.11%
3,268
-192
191
$376K 0.11%
9,305
-393
192
$375K 0.11%
+4,009
193
$375K 0.11%
23,750
+40
194
$375K 0.11%
12,150
+1,300
195
$373K 0.11%
5,580
+10
196
$371K 0.11%
6,900
+1,000
197
$363K 0.11%
2,700
+636
198
$362K 0.11%
22,900
-700
199
$360K 0.11%
15,685
+6,840
200
$359K 0.11%
2,046
+412
6 7
8
9 10