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
426
$36.5K 0.01%
1,000
427
$36.1K 0.01%
335
+20
428
$35.2K 0.01%
533
429
$34.8K 0.01%
225
430
$34.1K 0.01%
260
+110
431
$33.1K 0.01%
1,868
432
$33.1K 0.01%
303
433
$32.9K 0.01%
1,000
434
$32.8K 0.01%
560
-180
435
$32.6K 0.01%
666
436
$32.1K 0.01%
1,100
437
$31.6K 0.01%
735
438
$31.6K 0.01%
3,864
+277
439
$31.2K 0.01%
1,000
440
$31.2K 0.01%
1,800
441
$31.2K 0.01%
285
442
$31K 0.01%
225
443
$30.3K 0.01%
361
+100
444
$29.5K 0.01%
3,169
445
$29.3K 0.01%
200
446
$29.3K 0.01%
740
447
$28.3K 0.01%
+968
448
$27.9K 0.01%
2,500
-18,100
449
$27.8K 0.01%
600
450
$27.8K 0.01%
1,600
-400
16 17
18
19 20