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
626
$4.68K ﹤0.01%
256
+199
627
$4.64K ﹤0.01%
67
628
$4.63K ﹤0.01%
100
629
$4.59K ﹤0.01%
1,248
630
$4.58K ﹤0.01%
50
631
$4.47K ﹤0.01%
170
632
$4.43K ﹤0.01%
250
633
$4.33K ﹤0.01%
500
634
$4.29K ﹤0.01%
72
635
$4.24K ﹤0.01%
100
636
$4.14K ﹤0.01%
1,500
637
$4.13K ﹤0.01%
35
+5
638
$4.1K ﹤0.01%
100
639
$4.06K ﹤0.01%
226
-1,700
640
$3.93K ﹤0.01%
109
641
$3.71K ﹤0.01%
100
642
$3.71K ﹤0.01%
250
643
$3.68K ﹤0.01%
100
644
$3.67K ﹤0.01%
+125
645
$3.65K ﹤0.01%
90
646
$3.58K ﹤0.01%
100
647
$3.47K ﹤0.01%
40
648
$3.46K ﹤0.01%
+42
649
$3.41K ﹤0.01%
200
650
$3.41K ﹤0.01%
700
24 25
26
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