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
476
$22.1K 0.01%
+376
477
$22K 0.01%
203
-23
478
$21.9K 0.01%
+100
479
$21.7K 0.01%
703
480
$21.6K 0.01%
1,000
481
$20.7K 0.01%
+188
482
$20.5K 0.01%
233
+100
483
$20.2K 0.01%
+1,281
484
$20.1K 0.01%
1,000
485
$20K 0.01%
+520
486
$20K 0.01%
526
487
$19.8K 0.01%
1,699
488
$19.8K 0.01%
1,551
-7,867
489
$19.5K 0.01%
+195
490
$19.2K 0.01%
+200
491
$19.1K 0.01%
203
492
$19.1K 0.01%
2,000
493
$19K 0.01%
300
494
$18.6K 0.01%
211
495
$18.5K 0.01%
+155
496
$18.3K 0.01%
392
+92
497
$18.3K 0.01%
400
498
$17.8K 0.01%
375
499
$17.7K 0.01%
833
500
$17.7K 0.01%
5,208
-300
18 19
20
21 22