AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.45M
3
+$1.44M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.05M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$838K

Top Sells

1
+$725K
2
+$440K
3
+$338K
4
TEN
Tenneco Inc. Class A Voting Common Stock
TEN
+$322K
5
AAP icon
Advance Auto Parts
AAP
+$309K

Sector Composition

1 Financials 13.87%
2 Healthcare 12.59%
3 Industrials 10.42%
4 Technology 10.06%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5.41K ﹤0.01%
350
702
$5.36K ﹤0.01%
67
-33
703
$5.34K ﹤0.01%
100
704
$5.33K ﹤0.01%
1,000
705
$5.32K ﹤0.01%
145
706
$5.14K ﹤0.01%
+200
707
$5.09K ﹤0.01%
+90
708
$5.06K ﹤0.01%
80
709
$5.03K ﹤0.01%
150
710
$4.87K ﹤0.01%
100
711
$4.84K ﹤0.01%
200
-200
712
$4.79K ﹤0.01%
35
713
$4.79K ﹤0.01%
92
714
$4.72K ﹤0.01%
100
715
$4.69K ﹤0.01%
117
716
$4.69K ﹤0.01%
439
-69
717
$4.68K ﹤0.01%
+73
718
$4.68K ﹤0.01%
1,500
-740
719
$4.56K ﹤0.01%
300
720
$4.55K ﹤0.01%
147
721
$4.51K ﹤0.01%
500
722
$4.43K ﹤0.01%
100
723
$4.35K ﹤0.01%
100
724
$4.33K ﹤0.01%
170
725
$4.31K ﹤0.01%
100
27 28
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