AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+5.39%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$377M
AUM Growth
+$35.9M
(+11%)
Cap. Flow
+$19.8M
Cap. Flow
% of AUM
5.26%
Top 10 Holdings %
Top 10 Hldgs %
19.06%
Holding
825
New
52
Increased
237
Reduced
170
Closed
17
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.3M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.45M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.44M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.05M |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
+$838K |
Top Sells
| 1 |
GE Aerospace
GE
|
+$725K |
| 2 |
CVS Health
CVS
|
+$440K |
| 3 |
AT&T
T
|
+$338K |
| 4 |
TEN
Tenneco Inc. Class A Voting Common Stock
TEN
|
+$322K |
| 5 |
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% |
