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
751
$2.83K ﹤0.01%
85
752
$2.75K ﹤0.01%
700
753
$2.67K ﹤0.01%
30
754
$2.56K ﹤0.01%
+21
755
$2.51K ﹤0.01%
+80
756
$2.46K ﹤0.01%
50
757
$2.16K ﹤0.01%
+36
758
$2.12K ﹤0.01%
50
759
$2.12K ﹤0.01%
35
760
$2.1K ﹤0.01%
20
761
$2.08K ﹤0.01%
+80
762
$2.06K ﹤0.01%
200
-300
763
$2.04K ﹤0.01%
+27
764
$2K ﹤0.01%
80
765
$2K ﹤0.01%
100
766
$1.95K ﹤0.01%
2
767
$1.94K ﹤0.01%
+50
768
$1.94K ﹤0.01%
150
769
$1.83K ﹤0.01%
+52
770
$1.83K ﹤0.01%
80
+40
771
$1.74K ﹤0.01%
162
772
$1.7K ﹤0.01%
20
773
$1.66K ﹤0.01%
+100
774
$1.59K ﹤0.01%
110
+60
775
$1.59K ﹤0.01%
55
29 30
31
32 33