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
451
$27.2K 0.01%
+828
452
$26.7K 0.01%
225
453
$26.3K 0.01%
1,024
454
$26.1K 0.01%
1,043
455
$26.1K 0.01%
277
456
$26.1K 0.01%
240
457
$25.9K 0.01%
+6,000
458
$25.7K 0.01%
+1,250
459
$25.7K 0.01%
2,000
460
$25.7K 0.01%
800
461
$25.4K 0.01%
133
462
$24.9K 0.01%
623
463
$24.8K 0.01%
191
464
$24.7K 0.01%
500
+200
465
$24.6K 0.01%
448
466
$24.5K 0.01%
1,240
467
$24.3K 0.01%
850
-500
468
$23.9K 0.01%
350
469
$23.7K 0.01%
+725
470
$23.6K 0.01%
520
-190
471
$23.5K 0.01%
431
+4
472
$23.2K 0.01%
2,400
473
$22.7K 0.01%
425
474
$22.1K 0.01%
+376
475
$22K 0.01%
203
-23
17 18
19
20 21