AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+3.87%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$341M
AUM Growth
+$39.9M
(+13%)
Cap. Flow
+$30.1M
Cap. Flow
% of AUM
8.83%
Top 10 Holdings %
Top 10 Hldgs %
19.08%
Holding
791
New
87
Increased
231
Reduced
135
Closed
16
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.01M |
| 2 |
DuPont de Nemours
DD
|
+$2.79M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$1.9M |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$1.6M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.52M |
Top Sells
| 1 |
Exelon
EXC
|
+$647K |
| 2 |
Equifax
EFX
|
+$394K |
| 3 |
Travel + Leisure Co
TNL
|
+$361K |
| 4 |
Corning
GLW
|
+$348K |
| 5 |
Fluor
FLR
|
+$343K |
Sector Composition
| 1 | Healthcare | 14.16% |
| 2 | Financials | 13.92% |
| 3 | Industrials | 10.84% |
| 4 | Technology | 9.59% |
| 5 | Consumer Staples | 7.12% |
