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
651
$3.1K ﹤0.01%
105
652
$3.08K ﹤0.01%
13
653
$2.88K ﹤0.01%
500
654
$2.78K ﹤0.01%
50
655
$2.75K ﹤0.01%
160
656
$2.69K ﹤0.01%
100
657
$2.64K ﹤0.01%
100
658
$2.58K ﹤0.01%
55
659
$2.51K ﹤0.01%
+68
660
$2.44K ﹤0.01%
226
661
$2.18K ﹤0.01%
110
-3,985
662
$2.17K ﹤0.01%
+46
663
$2.08K ﹤0.01%
35
664
$2.03K ﹤0.01%
50
665
$1.9K ﹤0.01%
100
666
$1.85K ﹤0.01%
100
667
$1.77K ﹤0.01%
30
668
$1.74K ﹤0.01%
200
669
$1.73K ﹤0.01%
100
-400
670
$1.73K ﹤0.01%
20
671
$1.72K ﹤0.01%
+20
672
$1.6K ﹤0.01%
2
673
$1.56K ﹤0.01%
55
674
$1.56K ﹤0.01%
100
675
$1.41K ﹤0.01%
55
25 26
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