AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+6.36%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$1.06B
AUM Growth
+$87.8M
(+9%)
Cap. Flow
+$35.8M
Cap. Flow
% of AUM
3.38%
Top 10 Holdings %
Top 10 Hldgs %
22.41%
Holding
1,096
New
90
Increased
268
Reduced
219
Closed
42
Top Buys
| 1 |
Golub Capital BDC
GBDC
|
+$2.74M |
| 2 |
iShares International Dividend Growth ETF
IGRO
|
+$2.26M |
| 3 |
Capital Group Growth ETF
CGGR
|
+$2.21M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.01M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$1.92M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.82M |
| 2 |
NVIDIA
NVDA
|
+$891K |
| 3 |
Synopsys
SNPS
|
+$791K |
| 4 |
Bank of America
BAC
|
+$569K |
| 5 |
United Parcel Service
UPS
|
+$555K |
Sector Composition
| 1 | Technology | 15.39% |
| 2 | Healthcare | 12.06% |
| 3 | Financials | 12.06% |
| 4 | Industrials | 7.38% |
| 5 | Consumer Staples | 6.6% |
