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
276
$207K 0.05%
1,525
+96
277
$206K 0.05%
2,217
+176
278
$206K 0.05%
2,403
279
$204K 0.05%
+10,214
280
$203K 0.05%
7,942
+3,462
281
$203K 0.05%
3,410
+1,210
282
$202K 0.05%
7,661
+3,333
283
$202K 0.05%
3,325
284
$202K 0.05%
8,099
+3,527
285
$201K 0.05%
+8,063
286
$199K 0.05%
2,775
+225
287
$199K 0.05%
+8,601
288
$198K 0.05%
1,340
-85
289
$193K 0.05%
7,750
+3,146
290
$193K 0.05%
5,310
+149
291
$193K 0.05%
9,803
+4,637
292
$193K 0.05%
5,350
-300
293
$192K 0.05%
9,204
+4,330
294
$192K 0.05%
9,284
+4,362
295
$191K 0.05%
9,167
+4,316
296
$184K 0.05%
2,600
297
$184K 0.05%
11,539
+2,600
298
$182K 0.05%
3,762
+391
299
$178K 0.05%
1,031
+547
300
$176K 0.05%
1,985
+285
10 11
12
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