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
301
$117K 0.04%
1,040
302
$115K 0.04%
5,437
+5
303
$112K 0.04%
1,875
-285
304
$112K 0.04%
2,050
+2,000
305
$110K 0.04%
5,684
306
$109K 0.04%
2,000
307
$108K 0.04%
1,737
-511
308
$108K 0.04%
1,337
309
$108K 0.04%
1,243
310
$107K 0.04%
+4,050
311
$107K 0.04%
1,130
312
$107K 0.04%
3,313
-100
313
$104K 0.04%
3,466
-62
314
$104K 0.04%
4,350
315
$104K 0.04%
582
+102
316
$101K 0.03%
1,035
-65
317
$99.8K 0.03%
690
318
$98.8K 0.03%
1,509
-158
319
$98.1K 0.03%
10,300
320
$97.8K 0.03%
1,135
321
$96.1K 0.03%
1,170
322
$95.1K 0.03%
3,100
+100
323
$94K 0.03%
780
-100
324
$93.7K 0.03%
300
-100
325
$91.8K 0.03%
767
11 12
13
14 15