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
$291M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$1.06M
3
+$1.02M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$920K
5
ALLY icon
Ally Financial
ALLY
+$737K

Top Sells

1
+$376K
2
+$306K
3
+$243K
4
GES icon
Guess Inc
GES
+$202K
5
ACM icon
Aecom
ACM
+$192K

Sector Composition

1 Healthcare 14.79%
2 Financials 14.2%
3 Industrials 11.59%
4 Technology 10.67%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.41%
9,183
-105
77
$1.15M 0.4%
31,754
-200
78
$1.08M 0.37%
24,242
-195
79
$1.07M 0.37%
23,560
+450
80
$1.05M 0.36%
20,213
+501
81
$989K 0.34%
71,725
-1,140
82
$928K 0.32%
11,746
83
$911K 0.31%
18,472
-945
84
$907K 0.31%
6,388
+275
85
$895K 0.31%
10,364
-185
86
$888K 0.31%
13,071
+10,408
87
$859K 0.3%
7,490
-200
88
$853K 0.29%
17,100
-949
89
$834K 0.29%
15,824
90
$828K 0.28%
83,367
91
$819K 0.28%
25,524
-140
92
$799K 0.27%
24,899
-1,350
93
$787K 0.27%
10,147
+363
94
$756K 0.26%
13,700
+1,710
95
$756K 0.26%
7,715
-585
96
$749K 0.26%
11,249
+1,137
97
$739K 0.25%
12,890
+50
98
$737K 0.25%
+36,260
99
$734K 0.25%
5,546
+247
100
$721K 0.25%
3,140
+385
2 3
4
5 6