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
476
$21.9K 0.01%
+100
477
$21.7K 0.01%
703
478
$21.6K 0.01%
1,000
479
$20.7K 0.01%
+188
480
$20.5K 0.01%
233
+100
481
$20.2K 0.01%
+1,281
482
$20.1K 0.01%
1,000
483
$20K 0.01%
+520
484
$20K 0.01%
526
485
$19.8K 0.01%
1,699
486
$19.8K 0.01%
1,551
-7,867
487
$19.5K 0.01%
+195
488
$19.2K 0.01%
+200
489
$19.1K 0.01%
203
490
$19.1K 0.01%
2,000
491
$19K 0.01%
300
492
$18.6K 0.01%
422
493
$18.5K 0.01%
+155
494
$18.3K 0.01%
392
+92
495
$18.3K 0.01%
400
496
$17.8K 0.01%
375
497
$17.7K 0.01%
833
498
$17.7K 0.01%
5,208
-300
499
$17.5K 0.01%
1,000
500
$17.5K 0.01%
1,550
18 19
20
21 22