AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$4.18M
2
+$1.08M
3
+$1M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$917K
5
ALLY icon
Ally Financial
ALLY
+$770K

Top Sells

1
+$368K
2
+$306K
3
+$239K
4
GES
Guess Inc
GES
+$223K
5
ACM icon
Aecom
ACM
+$197K

Sector Composition

1 Healthcare 14.79%
2 Financials 14.2%
3 Industrials 11.59%
4 Technology 10.66%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$74.4K 0.03%
2,360
-300
352
$74.2K 0.03%
1,000
353
$73.9K 0.03%
700
354
$73.9K 0.03%
5,000
+2,800
355
$73.6K 0.03%
3,778
356
$72.3K 0.02%
1,683
357
$72.1K 0.02%
1,700
358
$71.9K 0.02%
5,532
359
$70.6K 0.02%
13,029
-6,000
360
$70.4K 0.02%
5,550
+1,850
361
$70.2K 0.02%
2,115
+45
362
$69.3K 0.02%
935
363
$69K 0.02%
+2,486
364
$67.9K 0.02%
1,246
365
$66.5K 0.02%
9,400
+3,400
366
$66.3K 0.02%
1,000
367
$64.3K 0.02%
1,397
368
$64.1K 0.02%
2,700
+350
369
$63.5K 0.02%
+1,100
370
$62.7K 0.02%
1,704
371
$62.2K 0.02%
3,500
372
$61.6K 0.02%
2,010
-1,097
373
$61.3K 0.02%
2,252
+179
374
$60.3K 0.02%
1,200
375
$60.1K 0.02%
650
13 14
15
16 17