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
526
$14.3K ﹤0.01%
540
-2,570
527
$14.2K ﹤0.01%
156
528
$14.2K ﹤0.01%
200
-125
529
$13.9K ﹤0.01%
102
530
$13.8K ﹤0.01%
175
531
$13.4K ﹤0.01%
102
532
$13.3K ﹤0.01%
165
533
$13.2K ﹤0.01%
1,000
534
$13K ﹤0.01%
+300
535
$12.9K ﹤0.01%
+300
536
$12.9K ﹤0.01%
165
537
$12.9K ﹤0.01%
75
538
$12.6K ﹤0.01%
162
+1
539
$12.4K ﹤0.01%
130
540
$12.3K ﹤0.01%
150
541
$12.3K ﹤0.01%
500
542
$11.9K ﹤0.01%
283
543
$11.8K ﹤0.01%
85
544
$11.8K ﹤0.01%
450
545
$11.8K ﹤0.01%
1,000
546
$11.4K ﹤0.01%
408
547
$11.4K ﹤0.01%
57
548
$11.4K ﹤0.01%
155
549
$11.4K ﹤0.01%
600
550
$11.3K ﹤0.01%
359
+44