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
$377M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.45M
3
+$1.44M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.05M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$838K

Top Sells

1
+$725K
2
+$440K
3
+$338K
4
TEN
Tenneco Inc. Class A Voting Common Stock
TEN
+$322K
5
AAP icon
Advance Auto Parts
AAP
+$309K

Sector Composition

1 Financials 13.87%
2 Healthcare 12.59%
3 Industrials 10.42%
4 Technology 10.06%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$242K 0.06%
3,466
-200
252
$240K 0.06%
17,400
-1,700
253
$239K 0.06%
9,820
+2,755
254
$238K 0.06%
3,230
255
$237K 0.06%
4,852
-114
256
$237K 0.06%
1,682
+35
257
$235K 0.06%
2,004
-294
258
$235K 0.06%
71,300
+2,000
259
$234K 0.06%
1,600
260
$231K 0.06%
7,400
261
$231K 0.06%
3,795
+635
262
$228K 0.06%
2,015
+780
263
$226K 0.06%
11,375
+448
264
$225K 0.06%
1,820
-45
265
$225K 0.06%
11,125
266
$221K 0.06%
25,250
+1,000
267
$219K 0.06%
1,140
-35
268
$218K 0.06%
2,669
-200
269
$216K 0.06%
2,651
+800
270
$214K 0.06%
10,305
+9,255
271
$213K 0.06%
13,700
272
$213K 0.06%
2,083
+435
273
$212K 0.06%
3,198
274
$210K 0.06%
2,981
+506
275
$208K 0.06%
9,902
+202
9 10
11
12 13