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
676
$1.27K ﹤0.01%
15
-67
677
$1.26K ﹤0.01%
30
-4,086
678
$944 ﹤0.01%
239
679
$878 ﹤0.01%
250
-200
680
$851 ﹤0.01%
10
681
$726 ﹤0.01%
+12
682
$683 ﹤0.01%
21
683
$683 ﹤0.01%
25
-4
684
$592 ﹤0.01%
22
685
$571 ﹤0.01%
60
-870
686
$401 ﹤0.01%
8
687
$358 ﹤0.01%
16
688
$327 ﹤0.01%
10
689
$233 ﹤0.01%
31
690
$189 ﹤0.01%
8
691
$148 ﹤0.01%
6
692
$145 ﹤0.01%
2
-395
693
$113 ﹤0.01%
8
694
$112 ﹤0.01%
6
695
$96 ﹤0.01%
4
696
– –
-5,000
697
– –
-126
698
– –
-600
699
– –
0
700
– –
-4,600
25 26 27
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