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
601
$13.4K ﹤0.01%
57
602
$13.4K ﹤0.01%
247
603
$13.4K ﹤0.01%
124
+69
604
$13.3K ﹤0.01%
1,000
605
$13.3K ﹤0.01%
200
606
$13.1K ﹤0.01%
600
607
$12.9K ﹤0.01%
152
+11
608
$12.7K ﹤0.01%
700
609
$12.5K ﹤0.01%
223
610
$12.4K ﹤0.01%
165
611
$12.4K ﹤0.01%
185
612
$12.3K ﹤0.01%
100
613
$12.2K ﹤0.01%
203
614
$12.2K ﹤0.01%
450
615
$12.2K ﹤0.01%
175
616
$12.1K ﹤0.01%
+240
617
$12K ﹤0.01%
32
+7
618
$12K ﹤0.01%
500
619
$12K ﹤0.01%
150
620
$11.5K ﹤0.01%
248
621
$11.4K ﹤0.01%
1,000
622
$11.4K ﹤0.01%
10
623
$11.4K ﹤0.01%
+188
624
$11.3K ﹤0.01%
600
625
$11.2K ﹤0.01%
405
23 24
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