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
276
$143K 0.05%
2,202
+100
277
$142K 0.05%
1,700
278
$141K 0.05%
2,355
279
$139K 0.05%
3,145
280
$139K 0.05%
4,400
281
$138K 0.05%
3,000
282
$135K 0.05%
1,188
-100
283
$134K 0.05%
3,442
-1,300
284
$134K 0.05%
1,620
-27
285
$132K 0.05%
2,259
-9
286
$132K 0.05%
2,026
-166
287
$131K 0.05%
1,554
288
$130K 0.04%
2,476
289
$130K 0.04%
8,845
+95
290
$128K 0.04%
2,462
291
$127K 0.04%
1,920
292
$127K 0.04%
1,190
-100
293
$123K 0.04%
780
294
$123K 0.04%
2,300
-100
295
$122K 0.04%
5,280
296
$121K 0.04%
3,394
+147
297
$120K 0.04%
2,856
+1,201
298
$120K 0.04%
1,103
-1,500
299
$118K 0.04%
2,420
300
$117K 0.04%
3,950
10 11
12
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