AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$1.06M
3
+$1.02M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$920K
5
ALLY icon
Ally Financial
ALLY
+$737K

Top Sells

1
+$376K
2
+$306K
3
+$243K
4
GES icon
Guess Inc
GES
+$202K
5
ACM icon
Aecom
ACM
+$192K

Sector Composition

1 Healthcare 14.79%
2 Financials 14.2%
3 Industrials 11.59%
4 Technology 10.67%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$217K 0.07%
2,150
-514
227
$216K 0.07%
1,836
228
$215K 0.07%
1,767
+377
229
$212K 0.07%
1,540
+130
230
$211K 0.07%
5,220
-50
231
$209K 0.07%
1,545
-59
232
$202K 0.07%
10,830
-202
233
$202K 0.07%
2,620
-25
234
$200K 0.07%
1,684
+350
235
$196K 0.07%
11,125
236
$195K 0.07%
8,545
+1,500
237
$194K 0.07%
3,198
238
$193K 0.07%
3,725
239
$191K 0.07%
3,428
-45
240
$187K 0.06%
7,820
+6,845
241
$187K 0.06%
2,960
242
$186K 0.06%
11,836
+636
243
$185K 0.06%
7,860
+50
244
$185K 0.06%
1,600
245
$184K 0.06%
8,383
+4,518
246
$183K 0.06%
2,869
-260
247
$181K 0.06%
7,048
-1,120
248
$176K 0.06%
6,000
-649
249
$175K 0.06%
58,800
+8,000
250
$173K 0.06%
9,700
-104
8 9
10
11 12