AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.45M
3
+$1.44M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.05M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$838K

Top Sells

1
+$725K
2
+$440K
3
+$338K
4
TEN
Tenneco Inc. Class A Voting Common Stock
TEN
+$322K
5
AAP icon
Advance Auto Parts
AAP
+$309K

Sector Composition

1 Financials 13.87%
2 Healthcare 12.59%
3 Industrials 10.42%
4 Technology 10.06%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$69.5K 0.02%
797
+47
427
$69.2K 0.02%
7,500
428
$69K 0.02%
1,100
429
$69K 0.02%
2,310
-300
430
$67.3K 0.02%
3,778
431
$67.1K 0.02%
1,300
432
$64.4K 0.02%
478
433
$64.3K 0.02%
550
434
$64.3K 0.02%
1,200
435
$63.2K 0.02%
1,000
436
$63K 0.02%
366
437
$62K 0.02%
2,708
+158
438
$61.8K 0.02%
650
439
$61.7K 0.02%
943
440
$60.5K 0.02%
225
441
$60.3K 0.02%
1,480
+334
442
$59.1K 0.02%
3,500
+1,000
443
$58.2K 0.02%
1,183
444
$58K 0.02%
2,140
445
$57.9K 0.02%
1,800
446
$57.8K 0.02%
713
447
$57.1K 0.02%
320
448
$55.8K 0.01%
619
+58
449
$55.8K 0.01%
1,057
450
$55.3K 0.01%
607
+17
16 17
18
19 20