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
676
$1.56K ﹤0.01%
55
677
$1.41K ﹤0.01%
55
678
$1.27K ﹤0.01%
15
-67
679
$1.26K ﹤0.01%
30
-4,086
680
$944 ﹤0.01%
239
681
$878 ﹤0.01%
250
-200
682
$851 ﹤0.01%
10
683
$726 ﹤0.01%
+12
684
$683 ﹤0.01%
25
-4
685
$683 ﹤0.01%
21
686
$592 ﹤0.01%
22
687
$571 ﹤0.01%
60
-870
688
$490 ﹤0.01%
720
689
$401 ﹤0.01%
8
690
$358 ﹤0.01%
16
691
$327 ﹤0.01%
10
692
$233 ﹤0.01%
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693
$189 ﹤0.01%
8
694
$148 ﹤0.01%
6
695
$145 ﹤0.01%
2
-395
696
$113 ﹤0.01%
8
697
$112 ﹤0.01%
6
698
$96 ﹤0.01%
4
699
– –
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700
– –
-44
25 26 27
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