AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$4.18M
2
+$1.08M
3
+$1M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$917K
5
ALLY icon
Ally Financial
ALLY
+$770K

Top Sells

1
+$368K
2
+$306K
3
+$239K
4
GES
Guess Inc
GES
+$223K
5
ACM icon
Aecom
ACM
+$197K

Sector Composition

1 Healthcare 14.79%
2 Financials 14.2%
3 Industrials 11.59%
4 Technology 10.66%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4.63K ﹤0.01%
100
627
$4.59K ﹤0.01%
1,248
628
$4.58K ﹤0.01%
50
629
$4.47K ﹤0.01%
170
630
$4.43K ﹤0.01%
250
631
$4.33K ﹤0.01%
500
632
$4.29K ﹤0.01%
72
633
$4.24K ﹤0.01%
100
634
$4.14K ﹤0.01%
1,500
635
$4.13K ﹤0.01%
35
+5
636
$4.1K ﹤0.01%
100
637
$4.06K ﹤0.01%
226
-1,700
638
$3.93K ﹤0.01%
109
639
$3.71K ﹤0.01%
100
640
$3.71K ﹤0.01%
250
641
$3.68K ﹤0.01%
100
642
$3.67K ﹤0.01%
+188
643
$3.65K ﹤0.01%
90
644
$3.58K ﹤0.01%
100
645
$3.47K ﹤0.01%
40
646
$3.46K ﹤0.01%
+42
647
$3.41K ﹤0.01%
200
648
$3.41K ﹤0.01%
700
649
$3.17K ﹤0.01%
104
650
$3.11K ﹤0.01%
1,000
24 25
26
27 28