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
526
$14.2K ﹤0.01%
200
-125
527
$13.9K ﹤0.01%
102
528
$13.8K ﹤0.01%
175
529
$13.4K ﹤0.01%
102
530
$13.3K ﹤0.01%
165
531
$13.2K ﹤0.01%
1,000
532
$13K ﹤0.01%
+300
533
$12.9K ﹤0.01%
+300
534
$12.9K ﹤0.01%
165
535
$12.9K ﹤0.01%
75
536
$12.6K ﹤0.01%
162
+1
537
$12.4K ﹤0.01%
130
538
$12.3K ﹤0.01%
150
539
$12.3K ﹤0.01%
500
540
$11.9K ﹤0.01%
283
541
$11.8K ﹤0.01%
85
542
$11.8K ﹤0.01%
450
543
$11.8K ﹤0.01%
1,000
544
$11.4K ﹤0.01%
408
545
$11.4K ﹤0.01%
57
546
$11.4K ﹤0.01%
155
547
$11.4K ﹤0.01%
600
548
$11.3K ﹤0.01%
359
+44
549
$11.2K ﹤0.01%
150
550
$11.2K ﹤0.01%
125
-100
20 21
22
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