AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+2.27%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$302M
AUM Growth
+$10.5M
(+3.6%)
Cap. Flow
+$5.81M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
20.38%
Holding
722
New
21
Increased
161
Reduced
152
Closed
19
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$983K |
| 2 |
CVS Health
CVS
|
$763K |
| 3 |
LKQ Corp
LKQ
|
$527K |
| 4 |
Exelon
EXC
|
$466K |
| 5 |
Tyson Foods
TSN
|
$449K |
Top Sells
| 1 |
APA Corp
APA
|
$344K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$319K |
| 3 |
Schlumberger
SLB
|
$301K |
| 4 |
Axalta
AXTA
|
$245K |
| 5 |
Tractor Supply
TSCO
|
$208K |
Sector Composition
| 1 | Healthcare | 15.67% |
| 2 | Financials | 14.42% |
| 3 | Industrials | 11.71% |
| 4 | Technology | 10.44% |
| 5 | Consumer Staples | 8.15% |
