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
451
$27.8K 0.01%
+340
452
$27.2K 0.01%
300
-100
453
$27.2K 0.01%
+828
454
$26.7K 0.01%
225
455
$26.3K 0.01%
512
456
$26.1K 0.01%
1,043
457
$26.1K 0.01%
277
458
$26.1K 0.01%
240
459
$25.9K 0.01%
+6,000
460
$25.7K 0.01%
+1,250
461
$25.7K 0.01%
2,000
462
$25.7K 0.01%
800
463
$25.4K 0.01%
133
464
$24.9K 0.01%
623
465
$24.8K 0.01%
191
466
$24.7K 0.01%
500
+200
467
$24.6K 0.01%
448
468
$24.5K 0.01%
1,240
469
$24.3K 0.01%
850
-500
470
$23.9K 0.01%
350
471
$23.7K 0.01%
+725
472
$23.6K 0.01%
520
-190
473
$23.5K 0.01%
431
+4
474
$23.2K 0.01%
2,400
475
$22.7K 0.01%
425