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
351
$74.6K 0.03%
530
+19
352
$74.4K 0.03%
2,360
-300
353
$74.2K 0.03%
1,000
354
$73.9K 0.03%
700
355
$73.9K 0.03%
5,000
+2,800
356
$73.6K 0.03%
3,778
357
$72.3K 0.02%
1,683
358
$72.1K 0.02%
1,700
359
$71.9K 0.02%
5,532
360
$70.6K 0.02%
13,029
-6,000
361
$70.4K 0.02%
5,550
+1,850
362
$70.2K 0.02%
2,115
+45
363
$69.3K 0.02%
935
364
$69K 0.02%
+2,486
365
$67.9K 0.02%
1,246
366
$66.5K 0.02%
9,400
+3,400
367
$66.3K 0.02%
1,000
368
$64.3K 0.02%
1,397
369
$64.1K 0.02%
2,700
+350
370
$63.5K 0.02%
+1,100
371
$62.7K 0.02%
1,704
372
$62.2K 0.02%
3,500
373
$61.6K 0.02%
2,010
-1,097
374
$61.3K 0.02%
2,252
+179
375
$60.3K 0.02%
1,200
13 14
15
16 17