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
601
$6.5K ﹤0.01%
300
602
$6.47K ﹤0.01%
280
603
$6.46K ﹤0.01%
130
604
$6.39K ﹤0.01%
475
-700
605
$6.33K ﹤0.01%
508
606
$6.28K ﹤0.01%
150
607
$6.16K ﹤0.01%
422
608
$6.11K ﹤0.01%
300
-500
609
$6.08K ﹤0.01%
+90
610
$6.05K ﹤0.01%
200
611
$6K ﹤0.01%
250
612
$5.84K ﹤0.01%
500
613
$5.8K ﹤0.01%
+150
614
$5.62K ﹤0.01%
150
615
$5.51K ﹤0.01%
100
-700
616
$5.5K ﹤0.01%
147
617
$5.37K ﹤0.01%
55
618
$5.27K ﹤0.01%
1,000
619
$5.07K ﹤0.01%
700
620
$5.03K ﹤0.01%
+300
621
$4.98K ﹤0.01%
72
622
$4.98K ﹤0.01%
+60
623
$4.84K ﹤0.01%
500
624
$4.76K ﹤0.01%
500
625
$4.74K ﹤0.01%
80
23 24
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