AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$4.18M
2
+$1.08M
3
+$1M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$917K
5
ALLY icon
Ally Financial
ALLY
+$770K

Top Sells

1
+$368K
2
+$306K
3
+$239K
4
GES
Guess Inc
GES
+$223K
5
ACM icon
Aecom
ACM
+$197K

Sector Composition

1 Healthcare 14.79%
2 Financials 14.2%
3 Industrials 11.59%
4 Technology 10.66%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$515K 0.18%
6,912
-135
127
$510K 0.18%
4,138
128
$508K 0.17%
8,280
-50
129
$502K 0.17%
8,067
+579
130
$491K 0.17%
4,046
+843
131
$490K 0.17%
19,860
+1,909
132
$483K 0.17%
2,050
-136
133
$483K 0.17%
8,200
+44
134
$478K 0.16%
14,550
+390
135
$477K 0.16%
5,850
-35
136
$474K 0.16%
3,598
-100
137
$471K 0.16%
15,015
-255
138
$470K 0.16%
8,875
139
$465K 0.16%
3,559
-50
140
$457K 0.16%
16,540
-600
141
$453K 0.16%
8,328
-150
142
$447K 0.15%
5,648
-126
143
$444K 0.15%
25,900
+4,850
144
$442K 0.15%
7,405
-150
145
$434K 0.15%
6,947
-81
146
$433K 0.15%
3,268
+480
147
$420K 0.14%
4,059
+1,689
148
$418K 0.14%
+4,800
149
$412K 0.14%
18,025
+500
150
$410K 0.14%
7,985
-1,145
4 5
6
7 8