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
576
$18.1K ﹤0.01%
777
577
$18K ﹤0.01%
1,635
-670
578
$17.9K ﹤0.01%
1,550
579
$17.9K ﹤0.01%
273
580
$17.8K ﹤0.01%
140
581
$17.7K ﹤0.01%
1,814
582
$17.5K ﹤0.01%
833
583
$17.5K ﹤0.01%
200
584
$17.3K ﹤0.01%
951
+801
585
$17K ﹤0.01%
300
586
$16.8K ﹤0.01%
521
587
$16.2K ﹤0.01%
1,000
588
$16.1K ﹤0.01%
150
589
$15.6K ﹤0.01%
210
+60
590
$15.5K ﹤0.01%
246
591
$15.4K ﹤0.01%
1,300
592
$15.3K ﹤0.01%
1,450
-300
593
$15.2K ﹤0.01%
165
594
$14.9K ﹤0.01%
102
595
$14.9K ﹤0.01%
400
596
$14.9K ﹤0.01%
+300
597
$14.5K ﹤0.01%
239
-158
598
$14.3K ﹤0.01%
300
599
$14.1K ﹤0.01%
166
+1
600
$14K ﹤0.01%
+200
22 23
24
25 26