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
201
$358K 0.1%
4,425
+725
202
$356K 0.1%
1,725
203
$356K 0.1%
47,625
-44,625
204
$349K 0.1%
12,704
-700
205
$349K 0.1%
14,300
+12,200
206
$348K 0.1%
19,799
-5,600
207
$346K 0.1%
6,176
-184
208
$344K 0.1%
10,275
+735
209
$342K 0.1%
13,314
210
$332K 0.1%
2,520
+65
211
$331K 0.1%
7,442
+4,580
212
$330K 0.1%
12,850
+1,500
213
$330K 0.1%
2,180
+75
214
$327K 0.1%
5,822
215
$325K 0.1%
5,605
+200
216
$325K 0.1%
19,284
+5,544
217
$323K 0.09%
32,274
+21,366
218
$320K 0.09%
2,639
+803
219
$315K 0.09%
3,427
220
$311K 0.09%
4,014
+100
221
$310K 0.09%
36,120
+1,540
222
$310K 0.09%
6,880
+4
223
$309K 0.09%
1,551
+331
224
$307K 0.09%
30,000
225
$306K 0.09%
15,250
-2,300
7 8
9
10 11