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
101
$1.01M 0.27%
13,559
+2,916
102
$996K 0.26%
3,910
+265
103
$985K 0.26%
14,418
+670
104
$979K 0.26%
12,079
-499
105
$971K 0.26%
21,668
+4,240
106
$958K 0.25%
24,524
107
$956K 0.25%
17,267
-685
108
$953K 0.25%
6,295
+430
109
$944K 0.25%
10,996
-100
110
$894K 0.24%
12,251
+6,522
111
$892K 0.24%
12,564
+795
112
$879K 0.23%
12,265
-209
113
$878K 0.23%
8,405
+590
114
$875K 0.23%
5,619
+17
115
$866K 0.23%
3,490
+10
116
$844K 0.22%
4,537
-42
117
$830K 0.22%
83,367
118
$818K 0.22%
15,540
+1,660
119
$796K 0.21%
14,495
-1,198
120
$793K 0.21%
8,630
121
$777K 0.21%
44,548
+25,264
122
$774K 0.21%
17,251
+8,260
123
$764K 0.2%
20,190
+400
124
$757K 0.2%
28,214
-1,970
125
$754K 0.2%
7,936
-235
3 4
5
6 7