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
26
$3.13M 0.83%
68,244
-667
27
$3.05M 0.81%
53,486
-1,620
28
$3M 0.79%
51,240
+8,620
29
$2.98M 0.79%
25,001
+99
30
$2.91M 0.77%
20,230
+286
31
$2.89M 0.77%
19,808
+5,738
32
$2.86M 0.76%
96,758
-1,022
33
$2.81M 0.74%
6,964
34
$2.62M 0.69%
47,707
-555
35
$2.58M 0.68%
32,644
-482
36
$2.48M 0.66%
26,990
-2,133
37
$2.48M 0.66%
61,861
+6,861
38
$2.46M 0.65%
28,108
+11,989
39
$2.44M 0.65%
50,755
+389
40
$2.43M 0.64%
16,427
+3,178
41
$2.42M 0.64%
15,665
+2,675
42
$2.37M 0.63%
22,427
-750
43
$2.36M 0.63%
29,446
-198
44
$2.34M 0.62%
44,089
-998
45
$2.32M 0.62%
27,784
-8,671
46
$2.23M 0.59%
10,127
+619
47
$2.21M 0.59%
15,244
+141
48
$2.19M 0.58%
36,170
-2,626
49
$2.15M 0.57%
43,050
-800
50
$2.12M 0.56%
39,403
+358
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