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
$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
801
$257 ﹤0.01%
6
802
$186 ﹤0.01%
13
803
$178 ﹤0.01%
8
804
$142 ﹤0.01%
5
805
$88 ﹤0.01%
4
806
$75 ﹤0.01%
8
807
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-175
808
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809
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-998
810
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811
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812
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813
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814
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-1,271
815
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0
816
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817
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-500
818
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819
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-1,000
820
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821
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822
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-465
823
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-35
824
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-55
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