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
401
$47.8K 0.02%
1,000
402
$47.7K 0.02%
+260
403
$47.7K 0.02%
2,875
404
$44.9K 0.02%
1,100
405
$44.7K 0.02%
1,200
406
$44.5K 0.02%
549
407
$44.4K 0.02%
7,507
408
$43.2K 0.01%
904
+50
409
$42.4K 0.01%
+500
410
$42.3K 0.01%
2,492
-225
411
$42.2K 0.01%
2,888
-962
412
$41.9K 0.01%
700
413
$41.5K 0.01%
1,205
-12
414
$40.9K 0.01%
750
415
$39.9K 0.01%
1,333
416
$39.8K 0.01%
346
417
$39.7K 0.01%
675
418
$39.6K 0.01%
430
419
$38.9K 0.01%
1,650
420
$38.6K 0.01%
529
+167
421
$38.5K 0.01%
1,000
422
$38.4K 0.01%
319
423
$38.3K 0.01%
1,121
424
$37.9K 0.01%
654
425
$36.7K 0.01%
588
15 16
17
18 19