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
376
$96.5K 0.03%
600
+70
377
$94.6K 0.03%
10,300
+3,000
378
$93.7K 0.02%
1,148
379
$93.3K 0.02%
1,979
380
$93K 0.02%
740
381
$92.5K 0.02%
2,455
-1,400
382
$91.9K 0.02%
1,000
383
$91.8K 0.02%
770
384
$91.7K 0.02%
1,800
385
$91.6K 0.02%
1,850
386
$91.5K 0.02%
1,735
387
$91.1K 0.02%
1,798
388
$89.7K 0.02%
5,532
389
$88.7K 0.02%
4,400
390
$88.6K 0.02%
2,600
-100
391
$88.6K 0.02%
1,769
-220
392
$87K 0.02%
3,100
393
$86.1K 0.02%
662
394
$85.5K 0.02%
4,427
395
$84.5K 0.02%
1,661
-2,875
396
$84.4K 0.02%
1,546
+300
397
$84.3K 0.02%
1,482
-89
398
$84.3K 0.02%
1,027
399
$84.2K 0.02%
1,560
+800
400
$82K 0.02%
1,241
+587
14 15
16
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