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
401
$47.7K 0.02%
+260
402
$47.7K 0.02%
2,875
403
$44.9K 0.02%
1,100
404
$44.7K 0.02%
1,200
405
$44.5K 0.02%
549
406
$44.4K 0.02%
7,507
407
$43.2K 0.01%
904
+50
408
$42.4K 0.01%
+500
409
$42.3K 0.01%
2,492
-225
410
$42.2K 0.01%
2,888
-962
411
$41.5K 0.01%
1,205
-12
412
$40.9K 0.01%
750
413
$39.9K 0.01%
1,333
414
$39.8K 0.01%
346
415
$39.7K 0.01%
675
416
$39.6K 0.01%
430
417
$38.9K 0.01%
1,650
418
$38.6K 0.01%
529
+167
419
$38.5K 0.01%
1,000
420
$38.4K 0.01%
319
421
$38.3K 0.01%
1,121
422
$37.9K 0.01%
654
423
$36.7K 0.01%
588
424
$36.5K 0.01%
1,000
425
$36.1K 0.01%
335
+20
15 16
17
18 19