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
376
$60.1K 0.02%
650
377
$59.5K 0.02%
360
378
$59.1K 0.02%
490
-100
379
$59K 0.02%
3,676
380
$58.2K 0.02%
1,005
+85
381
$57.3K 0.02%
1,327
-612
382
$56.9K 0.02%
355
383
$56.5K 0.02%
2,323
+8
384
$56.3K 0.02%
2,100
+2,040
385
$55.7K 0.02%
1,800
386
$55.6K 0.02%
757
387
$55.4K 0.02%
5,000
388
$55.1K 0.02%
+4,200
389
$54.4K 0.02%
478
-100
390
$53.3K 0.02%
575
391
$52.9K 0.02%
1,000
392
$51.4K 0.02%
300
393
$51.2K 0.02%
550
-275
394
$51.1K 0.02%
480
395
$50.6K 0.02%
+730
396
$50.6K 0.02%
725
+325
397
$50K 0.02%
510
398
$50K 0.02%
1,610
+410
399
$48.3K 0.02%
760
400
$48.2K 0.02%
1,300
14 15
16
17 18