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
51
$1.77M 0.61%
52,233
-291
52
$1.73M 0.59%
15,425
-99
53
$1.64M 0.56%
28,510
-610
54
$1.59M 0.55%
22,277
-100
55
$1.58M 0.54%
9,498
56
$1.54M 0.53%
17,491
-233
57
$1.52M 0.52%
9,295
-490
58
$1.49M 0.51%
18,802
-195
59
$1.43M 0.49%
33,308
+50
60
$1.43M 0.49%
10,871
-175
61
$1.4M 0.48%
22,345
62
$1.36M 0.47%
29,972
+2,900
63
$1.35M 0.46%
13,185
-215
64
$1.34M 0.46%
22,968
-986
65
$1.34M 0.46%
15,906
+1,400
66
$1.33M 0.46%
15,870
-1,735
67
$1.32M 0.45%
15,897
-55
68
$1.32M 0.45%
18,008
69
$1.3M 0.45%
8,475
+55
70
$1.25M 0.43%
28,063
-1,175
71
$1.23M 0.42%
56,704
+583
72
$1.22M 0.42%
7,413
+1,933
73
$1.21M 0.42%
25,631
-42
74
$1.2M 0.41%
11,820
-1,000
75
$1.2M 0.41%
35,226
+160
1 2
3
4 5