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
76
$1.41M 0.37%
12,035
-400
77
$1.4M 0.37%
21,734
-411
78
$1.34M 0.35%
13,170
+1,300
79
$1.34M 0.35%
9,730
+1,030
80
$1.33M 0.35%
31,032
-962
81
$1.33M 0.35%
15,706
82
$1.3M 0.35%
29,700
-1,034
83
$1.29M 0.34%
18,047
-1,943
84
$1.27M 0.34%
16,889
-125
85
$1.26M 0.34%
22,003
-15
86
$1.26M 0.33%
8,158
+1,642
87
$1.23M 0.33%
8,384
-282
88
$1.2M 0.32%
6,893
-515
89
$1.18M 0.31%
14,135
-85
90
$1.18M 0.31%
33,603
-1,536
91
$1.18M 0.31%
15,657
-168
92
$1.18M 0.31%
23,652
-645
93
$1.17M 0.31%
110,508
+78,234
94
$1.17M 0.31%
40,392
+8,232
95
$1.16M 0.31%
16,491
+4,424
96
$1.15M 0.31%
15,871
-1,282
97
$1.1M 0.29%
13,520
+1,953
98
$1.09M 0.29%
60,391
+2,906
99
$1.06M 0.28%
9,259
+575
100
$1.02M 0.27%
36,472
+13,580
2 3
4
5 6