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
551
$11K ﹤0.01%
+281
552
$10.8K ﹤0.01%
100
553
$10.8K ﹤0.01%
400
554
$10.7K ﹤0.01%
179
555
$10.7K ﹤0.01%
1,058
556
$10.2K ﹤0.01%
+700
557
$10.1K ﹤0.01%
1,500
558
$10.1K ﹤0.01%
500
559
$10K ﹤0.01%
263
-12
560
$9.83K ﹤0.01%
150
561
$9.78K ﹤0.01%
185
562
$9.76K ﹤0.01%
10
563
$9.74K ﹤0.01%
405
564
$9.73K ﹤0.01%
200
565
$9.61K ﹤0.01%
76
566
$9.5K ﹤0.01%
400
567
$9.39K ﹤0.01%
600
568
$9.39K ﹤0.01%
2,980
569
$9.36K ﹤0.01%
105
570
$9.3K ﹤0.01%
400
571
$9.28K ﹤0.01%
200
572
$9.09K ﹤0.01%
180
573
$8.93K ﹤0.01%
155
574
$8.84K ﹤0.01%
375
-125
575
$8.8K ﹤0.01%
300
-850
21 22
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