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
51
$2.09M 0.55%
1,203
+11
52
$2.04M 0.54%
40,284
-2,055
53
$2.03M 0.54%
16,238
-300
54
$2.03M 0.54%
25,158
+1,019
55
$2.02M 0.54%
52,836
+597
56
$2.01M 0.53%
12,173
+2,633
57
$2.01M 0.53%
18,750
+189
58
$1.98M 0.52%
62,047
-5,985
59
$1.97M 0.52%
61,720
-1,169
60
$1.96M 0.52%
110,622
+81,774
61
$1.86M 0.49%
18,768
62
$1.83M 0.49%
99,906
-6,750
63
$1.78M 0.47%
16,294
+2,268
64
$1.71M 0.45%
9,777
+373
65
$1.69M 0.45%
24,988
+551
66
$1.66M 0.44%
25,340
-200
67
$1.63M 0.43%
10,521
+35
68
$1.6M 0.42%
8,407
-93
69
$1.56M 0.41%
8,834
+1,437
70
$1.54M 0.41%
32,623
+5,780
71
$1.53M 0.41%
22,746
-509
72
$1.48M 0.39%
50,760
-1,600
73
$1.45M 0.39%
33,962
+1,554
74
$1.44M 0.38%
26,686
-688
75
$1.41M 0.37%
13,370
+1,683
1 2
3
4 5