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
1
$14.2M 4.15%
176,900
+17,490
2
$9.76M 2.86%
92,699
+813
3
$6.77M 1.98%
82,532
-1,158
4
$6.09M 1.78%
81,789
-229
5
$5.6M 1.64%
43,036
+702
6
$5.16M 1.51%
174,272
+4,100
7
$4.77M 1.4%
113,890
+4,666
8
$4.37M 1.28%
19,351
+1,754
9
$4.25M 1.25%
52,297
-568
10
$4.22M 1.24%
36,455
-501
11
$4.18M 1.22%
47,000
+1,394
12
$4.02M 1.18%
21,905
+1,134
13
$3.98M 1.17%
80,479
-1,168
14
$3.95M 1.16%
47,014
+2,291
15
$3.69M 1.08%
31,780
+810
16
$3.66M 1.07%
95,060
+1,148
17
$3.16M 0.93%
13,707
+13,044
18
$3.1M 0.91%
68,911
+494
19
$3.09M 0.91%
31,355
-682
20
$3.09M 0.91%
91,213
+1,741
21
$3.08M 0.9%
80,934
+2,612
22
$3.05M 0.89%
38,936
23
$3.03M 0.89%
27,170
-253
24
$2.99M 0.88%
24,902
+933
25
$2.99M 0.87%
37,362
+10,111
1
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