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
501
$17.5K 0.01%
1,000
502
$17.5K 0.01%
1,550
503
$17.5K 0.01%
250
+50
504
$17.3K 0.01%
400
505
$17.2K 0.01%
777
506
$17.1K 0.01%
500
507
$16.9K 0.01%
348
508
$16.9K 0.01%
400
509
$16.7K 0.01%
170
510
$16.5K 0.01%
265
511
$16.5K 0.01%
500
512
$16K 0.01%
215
513
$16K 0.01%
273
514
$15.8K 0.01%
134
+31
515
$15.6K 0.01%
97
-30
516
$15.6K 0.01%
120
517
$15.5K 0.01%
900
518
$15.5K 0.01%
550
519
$15.4K 0.01%
150
-125
520
$15K 0.01%
1,034
521
$14.9K 0.01%
400
522
$14.8K 0.01%
1,300
523
$14.6K 0.01%
139
+109
524
$14.5K 0.01%
246
525
$14.3K ﹤0.01%
+1,530