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
551
$11.2K ﹤0.01%
150
552
$11.2K ﹤0.01%
125
-100
553
$11K ﹤0.01%
+281
554
$10.8K ﹤0.01%
100
555
$10.8K ﹤0.01%
400
556
$10.7K ﹤0.01%
179
557
$10.7K ﹤0.01%
1,058
558
$10.2K ﹤0.01%
+700
559
$10.1K ﹤0.01%
1,500
560
$10.1K ﹤0.01%
500
561
$10K ﹤0.01%
263
-12
562
$9.83K ﹤0.01%
150
563
$9.78K ﹤0.01%
185
564
$9.76K ﹤0.01%
10
565
$9.74K ﹤0.01%
405
566
$9.73K ﹤0.01%
200
567
$9.61K ﹤0.01%
76
568
$9.5K ﹤0.01%
400
569
$9.39K ﹤0.01%
600
570
$9.39K ﹤0.01%
2,980
571
$9.36K ﹤0.01%
105
572
$9.3K ﹤0.01%
400
573
$9.28K ﹤0.01%
200
574
$9.09K ﹤0.01%
180
575
$8.93K ﹤0.01%
155
21 22
23
24 25