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
351
$117K 0.03%
2,052
352
$116K 0.03%
1,780
-35
353
$116K 0.03%
2,250
+100
354
$116K 0.03%
3,650
355
$115K 0.03%
6,069
-13,730
356
$115K 0.03%
8,400
+1,800
357
$114K 0.03%
1,902
-100
358
$113K 0.03%
2,260
359
$111K 0.03%
2,920
+175
360
$110K 0.03%
528
-15
361
$108K 0.03%
3,095
362
$107K 0.03%
3,023
+6
363
$107K 0.03%
1,075
-3,097
364
$107K 0.03%
4,050
365
$107K 0.03%
8,880
+35
366
$106K 0.03%
1,500
+300
367
$106K 0.03%
805
-25
368
$104K 0.03%
1,049
+73
369
$104K 0.03%
300
370
$103K 0.03%
681
371
$101K 0.03%
1,512
+90
372
$101K 0.03%
4,010
-200
373
$100K 0.03%
780
374
$97.6K 0.03%
1,325
-100
375
$97.1K 0.03%
2,426
+214
13 14
15
16 17