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
101
$720K 0.25%
17,265
-485
102
$719K 0.25%
8,125
+650
103
$718K 0.25%
3,485
-305
104
$713K 0.24%
32,395
105
$712K 0.24%
11,955
-535
106
$701K 0.24%
38,955
-2,820
107
$679K 0.23%
4,580
-110
108
$674K 0.23%
10,800
109
$672K 0.23%
5,360
110
$652K 0.22%
11,683
+350
111
$634K 0.22%
94,000
-750
112
$620K 0.21%
7,695
-45
113
$606K 0.21%
3,615
114
$590K 0.2%
5,245
115
$582K 0.2%
8,064
-55
116
$570K 0.2%
13,510
-506
117
$558K 0.19%
10,595
-770
118
$554K 0.19%
14,691
+3,740
119
$548K 0.19%
9,162
120
$546K 0.19%
7,867
121
$535K 0.18%
12,400
-3,650
122
$525K 0.18%
6,920
-354
123
$524K 0.18%
12,360
-260
124
$520K 0.18%
3,860
125
$517K 0.18%
18,200
3 4
5
6 7