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
651
$3.17K ﹤0.01%
104
652
$3.11K ﹤0.01%
1,000
653
$3.1K ﹤0.01%
105
654
$3.08K ﹤0.01%
13
655
$2.88K ﹤0.01%
500
656
$2.78K ﹤0.01%
50
657
$2.75K ﹤0.01%
160
658
$2.69K ﹤0.01%
100
659
$2.64K ﹤0.01%
100
660
$2.58K ﹤0.01%
55
661
$2.51K ﹤0.01%
+68
662
$2.44K ﹤0.01%
226
663
$2.18K ﹤0.01%
110
-3,985
664
$2.17K ﹤0.01%
+46
665
$2.08K ﹤0.01%
35
666
$2.03K ﹤0.01%
50
667
$1.9K ﹤0.01%
100
668
$1.85K ﹤0.01%
100
669
$1.77K ﹤0.01%
30
670
$1.74K ﹤0.01%
200
671
$1.73K ﹤0.01%
20
672
$1.73K ﹤0.01%
100
-400
673
$1.72K ﹤0.01%
+20
674
$1.6K ﹤0.01%
2
675
$1.56K ﹤0.01%
100
25 26
27
28 29