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
476
$46K 0.01%
1,929
477
$45.8K 0.01%
1,740
478
$45.7K 0.01%
1,250
-500
479
$45.5K 0.01%
645
+150
480
$45.5K 0.01%
1,000
481
$45.2K 0.01%
1,876
482
$45.1K 0.01%
1,273
483
$44.6K 0.01%
1,000
484
$44.6K 0.01%
2,689
485
$44.6K 0.01%
986
486
$44K 0.01%
1,800
487
$44K 0.01%
+1,200
488
$43.8K 0.01%
558
+169
489
$43.7K 0.01%
352
490
$43.7K 0.01%
7,507
491
$43K 0.01%
346
492
$41.7K 0.01%
666
493
$41.3K 0.01%
245
494
$40.6K 0.01%
200
495
$40.6K 0.01%
563
+138
496
$40.2K 0.01%
1,050
497
$40.2K 0.01%
650
498
$40K 0.01%
1,008
499
$39.8K 0.01%
1,550
-250
500
$38.5K 0.01%
225
18 19
20
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