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
426
$35.2K 0.01%
533
427
$34.8K 0.01%
225
428
$34.1K 0.01%
260
+110
429
$33.1K 0.01%
1,868
430
$33.1K 0.01%
303
431
$32.9K 0.01%
1,000
432
$32.8K 0.01%
560
-180
433
$32.6K 0.01%
666
434
$32.1K 0.01%
1,100
435
$31.6K 0.01%
735
436
$31.6K 0.01%
3,864
+277
437
$31.2K 0.01%
1,000
438
$31.2K 0.01%
1,800
439
$31.2K 0.01%
285
440
$31K 0.01%
225
441
$30.3K 0.01%
361
+100
442
$29.5K 0.01%
3,169
443
$29.3K 0.01%
200
444
$29.3K 0.01%
740
445
$28.3K 0.01%
+968
446
$27.9K 0.01%
2,500
-18,100
447
$27.8K 0.01%
600
448
$27.8K 0.01%
1,600
-400
449
$27.8K 0.01%
+340
450
$27.2K 0.01%
300
-100
16 17
18
19 20