AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+2.88%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$244M
AUM Growth
–
Cap. Flow
+$244M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
21.91%
Holding
649
New
640
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$9.8M |
| 2 |
Visa
V
|
$7.17M |
| 3 |
Exxon Mobil
XOM
|
$5.95M |
| 4 |
AT&T
T
|
$5.38M |
| 5 |
GE Aerospace
GE
|
$5.12M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 14.8% |
| 2 | Financials | 12.84% |
| 3 | Industrials | 12.4% |
| 4 | Technology | 11.28% |
| 5 | Consumer Staples | 8.5% |
