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
576
$8.84K ﹤0.01%
375
-125
577
$8.8K ﹤0.01%
300
-850
578
$8.78K ﹤0.01%
300
579
$8.71K ﹤0.01%
375
580
$8.69K ﹤0.01%
525
581
$8.5K ﹤0.01%
600
582
$8.37K ﹤0.01%
352
-63
583
$8.34K ﹤0.01%
400
584
$8.13K ﹤0.01%
+100
585
$8K ﹤0.01%
150
-100
586
$7.96K ﹤0.01%
100
587
$7.92K ﹤0.01%
200
588
$7.83K ﹤0.01%
514
589
$7.78K ﹤0.01%
184
590
$7.73K ﹤0.01%
100
591
$7.64K ﹤0.01%
400
592
$7.59K ﹤0.01%
129
593
$7.5K ﹤0.01%
258
+1
594
$7.43K ﹤0.01%
119
595
$7.4K ﹤0.01%
250
596
$7.36K ﹤0.01%
1,271
597
$7K ﹤0.01%
100
598
$6.85K ﹤0.01%
100
599
$6.83K ﹤0.01%
375
600
$6.78K ﹤0.01%
44
22 23
24
25 26