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
451
$54.8K 0.01%
714
+142
452
$54.6K 0.01%
1,537
-300
453
$54.4K 0.01%
1,090
+880
454
$54.3K 0.01%
2,100
455
$53.9K 0.01%
397
456
$52.7K 0.01%
1,793
457
$51.2K 0.01%
480
458
$50.9K 0.01%
255
459
$50.8K 0.01%
1,300
460
$50.6K 0.01%
320
461
$50.6K 0.01%
300
462
$50.4K 0.01%
935
-44
463
$50.2K 0.01%
3,250
+362
464
$49.9K 0.01%
1,100
465
$49.7K 0.01%
+4,865
466
$49.6K 0.01%
1,707
467
$48.7K 0.01%
493
468
$47.7K 0.01%
1,174
-19
469
$47K 0.01%
1,992
470
$46.9K 0.01%
937
471
$46.9K 0.01%
1,005
472
$46.8K 0.01%
886
473
$46.2K 0.01%
707
474
$46.2K 0.01%
1,000
475
$46K 0.01%
319
17 18
19
20 21