AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+3.04%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$268M
AUM Growth
+$9.57M
(+3.7%)
Cap. Flow
+$3.87M
Cap. Flow
% of AUM
1.45%
Top 10 Holdings %
Top 10 Hldgs %
21.46%
Holding
694
New
35
Increased
132
Reduced
170
Closed
22
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1.23M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$507K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$498K |
| 4 |
Microsoft
MSFT
|
$455K |
| 5 |
Lowe's Companies
LOW
|
$434K |
Top Sells
| 1 |
Deere & Co
DE
|
$595K |
| 2 |
MasTec
MTZ
|
$357K |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$322K |
| 4 |
Howmet Aerospace
HWM
|
$248K |
| 5 |
Healthpeak Properties
DOC
|
$241K |
Sector Composition
| 1 | Healthcare | 14.14% |
| 2 | Financials | 13.9% |
| 3 | Industrials | 12.44% |
| 4 | Technology | 10.57% |
| 5 | Consumer Staples | 8.29% |
