AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+4.84%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$291M
AUM Growth
+$23.5M
(+8.8%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
4.23%
Top 10 Holdings %
Top 10 Hldgs %
20.52%
Holding
714
New
42
Increased
147
Reduced
173
Closed
14
Top Buys
| 1 |
Enbridge
ENB
|
$4.14M |
| 2 |
Amazon
AMZN
|
$1.06M |
| 3 |
First Citizens BancShares
FCNCA
|
$1.02M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$920K |
| 5 |
Ally Financial
ALLY
|
$737K |
Top Sells
| 1 |
Waste Management
WM
|
$376K |
| 2 |
WESCO International
WCC
|
$306K |
| 3 |
CSX Corp
CSX
|
$243K |
| 4 |
Guess, Inc.
GES
|
$202K |
| 5 |
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% |
