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
776
$1.51K ﹤0.01%
200
777
$1.43K ﹤0.01%
200
778
$1.42K ﹤0.01%
46
779
$1.18K ﹤0.01%
+500
780
$1.16K ﹤0.01%
226
781
$1.14K ﹤0.01%
30
782
$1.08K ﹤0.01%
250
783
$952 ﹤0.01%
20
784
$864 ﹤0.01%
100
785
$851 ﹤0.01%
10
786
$846 ﹤0.01%
55
787
$841 ﹤0.01%
20
788
$827 ﹤0.01%
22
789
$805 ﹤0.01%
+17
790
$683 ﹤0.01%
21
791
$612 ﹤0.01%
+14
792
$591 ﹤0.01%
15
793
$567 ﹤0.01%
33
794
$536 ﹤0.01%
2
+1
795
$494 ﹤0.01%
16
796
$469 ﹤0.01%
8
797
$464 ﹤0.01%
+15
798
$436 ﹤0.01%
+12
799
$427 ﹤0.01%
16
800
$327 ﹤0.01%
10
29 30 31
32
33