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
251
$172K 0.06%
19,250
-13,250
252
$171K 0.06%
4,537
+1,640
253
$170K 0.06%
1,225
+15
254
$170K 0.06%
1,545
255
$169K 0.06%
21,840
256
$169K 0.06%
3,160
+2,960
257
$166K 0.06%
+11,166
258
$166K 0.06%
2,000
259
$166K 0.06%
2,766
260
$165K 0.06%
1,020
261
$160K 0.05%
21,636
-4,676
262
$158K 0.05%
3,295
263
$158K 0.05%
+20,000
264
$157K 0.05%
728
+153
265
$156K 0.05%
711
+547
266
$153K 0.05%
20,000
+75
267
$151K 0.05%
1,252
-70
268
$151K 0.05%
2,424
-1,016
269
$150K 0.05%
3,000
270
$149K 0.05%
8,155
+4
271
$148K 0.05%
2,675
-200
272
$148K 0.05%
1,645
+470
273
$144K 0.05%
1,020
274
$143K 0.05%
4,586
-1,403
275
$143K 0.05%
1,967
9 10
11
12 13