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
26
$2.57M 0.88%
23,944
+75
27
$2.55M 0.87%
17,334
-325
28
$2.53M 0.87%
28,173
+1,842
29
$2.43M 0.84%
54,792
+5,034
30
$2.41M 0.83%
39,800
-592
31
$2.41M 0.83%
45,537
+7
32
$2.34M 0.8%
6,964
+3,051
33
$2.27M 0.78%
96,272
-2,614
34
$2.26M 0.78%
48,268
-968
35
$2.26M 0.78%
47,925
+340
36
$2.21M 0.76%
26,858
+290
37
$2.2M 0.76%
53,000
+11,520
38
$2.16M 0.74%
27,654
+895
39
$2.14M 0.74%
38,447
-108
40
$2.08M 0.72%
1,171
-27
41
$2.07M 0.71%
44,200
42
$2.04M 0.7%
77,002
+987
43
$1.98M 0.68%
73,188
-5,650
44
$1.93M 0.66%
51,470
-2,900
45
$1.88M 0.65%
42,500
+24,000
46
$1.85M 0.63%
10,434
+186
47
$1.83M 0.63%
17,027
-122
48
$1.81M 0.62%
22,447
+1,795
49
$1.79M 0.61%
25,329
+5,371
50
$1.78M 0.61%
114,756
-15,666
1
2
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