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
376
$59.5K 0.02%
360
377
$59.1K 0.02%
490
-100
378
$59K 0.02%
3,676
379
$58.2K 0.02%
1,005
+85
380
$57.3K 0.02%
1,327
-612
381
$56.9K 0.02%
355
382
$56.5K 0.02%
2,323
+8
383
$56.3K 0.02%
2,100
+2,040
384
$55.7K 0.02%
1,800
385
$55.6K 0.02%
757
386
$55.4K 0.02%
5,000
387
$55.1K 0.02%
+4,200
388
$54.4K 0.02%
478
-100
389
$53.3K 0.02%
575
390
$52.9K 0.02%
1,000
391
$51.4K 0.02%
300
392
$51.2K 0.02%
550
-275
393
$51.1K 0.02%
480
394
$50.6K 0.02%
+730
395
$50.6K 0.02%
725
+325
396
$50K 0.02%
510
397
$50K 0.02%
1,610
+410
398
$48.3K 0.02%
760
399
$48.2K 0.02%
1,300
400
$47.8K 0.02%
1,000
14 15
16
17 18