AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
-10.19%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$351M
AUM Growth
-$85.7M
(-20%)
Cap. Flow
-$36.1M
Cap. Flow
% of AUM
-10.27%
Top 10 Holdings %
Top 10 Hldgs %
20.05%
Holding
853
New
39
Increased
156
Reduced
251
Closed
41
Top Buys
| 1 |
Golub Capital BDC
GBDC
|
+$5.92M |
| 2 |
Cigna
CI
|
+$1.01M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$797K |
| 4 |
Exxon Mobil
XOM
|
+$534K |
| 5 |
Energy Transfer Partners
ET
|
+$377K |
Top Sells
| 1 |
Amazon
AMZN
|
+$5.76M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$4.63M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.91M |
| 4 |
Microsoft
MSFT
|
+$3.19M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.49M |
Sector Composition
| 1 | Financials | 14.18% |
| 2 | Healthcare | 13.39% |
| 3 | Technology | 10.38% |
| 4 | Industrials | 9.21% |
| 5 | Consumer Discretionary | 6.18% |
