AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.45M
3
+$1.44M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.05M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$838K

Top Sells

1
+$725K
2
+$440K
3
+$338K
4
TEN
Tenneco Inc. Class A Voting Common Stock
TEN
+$322K
5
AAP icon
Advance Auto Parts
AAP
+$309K

Sector Composition

1 Financials 13.87%
2 Healthcare 12.59%
3 Industrials 10.42%
4 Technology 10.06%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$24.7K 0.01%
335
-400
552
$24.4K 0.01%
2,000
553
$24K 0.01%
360
554
$23.1K 0.01%
+385
555
$23.1K 0.01%
2,400
556
$22.5K 0.01%
1,800
+351
557
$22.4K 0.01%
132
558
$22K 0.01%
233
559
$21.9K 0.01%
300
560
$21.4K 0.01%
1,225
561
$21.4K 0.01%
1,240
562
$20.9K 0.01%
100
563
$20.6K 0.01%
764
-833
564
$20.4K 0.01%
1,178
565
$20K 0.01%
400
566
$19.8K 0.01%
+364
567
$19.7K 0.01%
400
568
$19.3K 0.01%
155
569
$19.1K 0.01%
370
570
$19.1K 0.01%
170
571
$18.9K 0.01%
229
+14
572
$18.8K 0.01%
+500
573
$18.6K ﹤0.01%
1,726
+1,500
574
$18.6K ﹤0.01%
2,000
575
$18.5K ﹤0.01%
1,354
21 22
23
24 25