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
501
$17.5K 0.01%
500
+100
502
$17.3K 0.01%
400
503
$17.2K 0.01%
777
504
$17.1K 0.01%
500
505
$16.9K 0.01%
348
506
$16.9K 0.01%
400
507
$16.7K 0.01%
170
508
$16.5K 0.01%
265
509
$16.5K 0.01%
500
510
$16K 0.01%
215
511
$16K 0.01%
273
512
$15.8K 0.01%
134
+31
513
$15.6K 0.01%
97
-30
514
$15.6K 0.01%
120
515
$15.5K 0.01%
900
516
$15.5K 0.01%
550
517
$15.4K 0.01%
150
-125
518
$15K 0.01%
1,034
519
$14.9K 0.01%
400
520
$14.8K 0.01%
1,300
521
$14.6K 0.01%
139
+109
522
$14.5K 0.01%
246
523
$14.3K ﹤0.01%
+1,530
524
$14.3K ﹤0.01%
540
-2,570
525
$14.2K ﹤0.01%
156
19 20
21
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