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
326
$90.6K 0.03%
395
+10
327
$90.3K 0.03%
1,425
328
$90.3K 0.03%
4,723
329
$89.8K 0.03%
630
330
$89.2K 0.03%
1,850
331
$88.1K 0.03%
4,359
-432
332
$87.8K 0.03%
639
-180
333
$85K 0.03%
6,600
+1,600
334
$84.3K 0.03%
4,040
335
$83.9K 0.03%
6,000
336
$83.9K 0.03%
1,080
337
$83.7K 0.03%
1,148
338
$82.9K 0.03%
5,550
+3,670
339
$82.4K 0.03%
1,600
340
$82.3K 0.03%
2,800
-250
341
$79.7K 0.03%
1,668
+58
342
$79.6K 0.03%
1,000
343
$77.1K 0.03%
2,609
+1,359
344
$76.6K 0.03%
1,945
345
$76.6K 0.03%
1,989
-240
346
$76.2K 0.03%
2,070
347
$75.7K 0.03%
2,550
348
$75.5K 0.03%
1,850
-700
349
$75.3K 0.03%
5,033
350
$75K 0.03%
1,422
12 13
14
15 16