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
326
$137K 0.04%
2,312
+12
327
$137K 0.04%
640
328
$136K 0.04%
2,000
329
$135K 0.04%
3,519
+113
330
$134K 0.04%
1,337
331
$134K 0.04%
485
332
$133K 0.04%
16,350
-650
333
$132K 0.04%
2,475
-200
334
$132K 0.04%
6,319
-1,518
335
$130K 0.03%
2,016
-500
336
$129K 0.03%
1,684
337
$129K 0.03%
2,476
338
$126K 0.03%
3,840
-1,975
339
$126K 0.03%
2,044
-300
340
$126K 0.03%
7,376
+1,266
341
$124K 0.03%
4,436
+1,676
342
$124K 0.03%
1,243
343
$124K 0.03%
2,236
+55
344
$123K 0.03%
1,112
-18
345
$120K 0.03%
3,950
346
$120K 0.03%
2,727
347
$120K 0.03%
623
+25
348
$118K 0.03%
5,950
-600
349
$117K 0.03%
5,451
+5
350
$117K 0.03%
2,050
12 13
14
15 16